Morningstar Direct Reviews & Product Details

Morningstar Direct Overview

What is Morningstar Direct?

Morningstar Direct centralizes our institutional-strength data, proprietary analytics, and in-depth investment research in one platform, helping optimize your investment process whether you need to select, create, or market investments—or if you’re a one-person shop doing a bit of everything from finding the right investments to sitting down with clients. For investment professionals committed to delivering on investor objectives in an information-saturated and constantly evolving market, Morningstar Direct helps drive informed decisions through broad and emerging data, independent research, portfolio analytics, and customized reporting.

Morningstar Direct Details
Languages Supported
German, English, French, Italian, Japanese, Korean, Portuguese, Spanish, Chinese (Simplified), Chinese (Traditional)
Product Description

Our web-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, and connect with investors.


Seller Details
Seller
Morningstar
Ownership
MORN
Company Website
Year Founded
1999
HQ Location
Chicago, IL
Total Revenue (USD mm)
$798
Twitter
@MorningstarInc
104,062 Twitter followers
LinkedIn® Page
www.linkedin.com
7,802 employees on LinkedIn®

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Morningstar Direct Reviews

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UI
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Excellent research and analyst reporting capability, lot of functionality for various disciplines across asset management Review collected by and hosted on G2.com.

What do you dislike?

its A very slow system, due to all the capabilities it has. That’s the only downside Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Be patient, it is worth the capabilities Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Investment research, analyst reports, investment selection management, reporting Review collected by and hosted on G2.com.

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Senior Investment Analyst III
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Morningstar's large database of mutual fund, ETF and equity data. Holdings-based and performance data, well understood methodology for classifying funds across growth/value, and various other categories. Presentation studio is also a great tool for creating investment collateral such as factsheets and nice looking reports. Review collected by and hosted on G2.com.

What do you dislike?

The software is extremely glitchy and difficult to use. It frequently closes when you're in the middle of a workflow - for no reason. Frequently stalls out when the system gets overloaded, feels like there is some bad programming at the root of the program that no one has bothered to fix because it's easier to collect licensing fees and ignore it. Updates sometimes erase user specific settings causing a lot of hours to be spent re-applying settings after the update. Call center help team is generally not very knowledgeable on the product and has to experiment alongside you to attempt to find a solution. I usually know more about the program than the people I speak to on the 800 number.

For the price of this software, it should not break down and glitch out so often. We use it to create detailed reports that we spend hours formatting and many times have to reformat or start over due to system errors. This is unacceptable for software that is supposed to be industry-leading and carry the Morningstar brand. You all should spend some serious resources streamlining the underlying code in the software, or figuring out why it is so glitchy and slow, otherwise firms will eventually use an alternative provider. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

You will spend a lot of time learning how to effectively use the product. It is powerful software but the learning curve is ridiculously steep Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We use it primarily for manager research and performance reporting. The benefits we get include automated performance reporting and the large database of data on managers. Review collected by and hosted on G2.com.

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UI
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Clean interface and easy to navigate

I also loved the ability to create investment portfolios and backtesting their performance. At the time of my using, backtesting was only available in Morningstar Direct. This gives you more confidence in your portfolio and allows you to test different allocations for your portfolio. Review collected by and hosted on G2.com.

What do you dislike?

Limited capabilities for Fixed income and it was quite Expensive. I think we used to pay close to $20k per year for this.

I also did not enjoy the fact that its not a cloud based software and I needed to carry my laptop everywhere. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Its an expensive tool but can be quite useful for Investment Analysis. Schedule a demo session with the team to make sure you will be getting your money's worth. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Building investment portfolios for clients and doing equity analysis. The main benefit was ability to find adjusted EPS as per Monrningstar's Anslysts. The analysts already clear the noise from the data allowing you to focus just on analysis and not on cleaning the data.This saved me 100s of hours in analysis Review collected by and hosted on G2.com.

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Senior Vice President
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Very familiar with products over 30 years. Ease of navigation and helpful tools and ideas Review collected by and hosted on G2.com.

What do you dislike?

Rising costs of the service and a lot of up sell Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Utilize the support to maximize the benefits of all its products, not just “direct” Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Just streamlining my work, super helpful for research and find comparisons Review collected by and hosted on G2.com.

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Analista de Inversiones (SGIIC)
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

All the data of funds, ETFs and their look through. Review collected by and hosted on G2.com.

What do you dislike?

It is not so customizable, but they are improving it. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I recommend to asist to the Morningstar classes that the company provide to their user, specially the amateur ones. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Comparissions and analysis Review collected by and hosted on G2.com.

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II
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Large and comprehensive database of global investment products, easy to navigate and conduct research, all-encompassing selection of investment-related datapoints, ability to create professional visuals and presentations. Review collected by and hosted on G2.com.

What do you dislike?

Subpar fixed-income analysis capabilities, lack of real-time security valuation and analysis. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you are involved in the investment management and wealth management industry, Morningstar Direct is a great tool to use. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Creation of professional reports detailing investment performance and holdings-related data. Review collected by and hosted on G2.com.

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

The quant information and the overview of financials are a good first look at the company. Review collected by and hosted on G2.com.

What do you dislike?

Very shallow and just computer based. There is no real insight behind it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Just using it as an addition to other sources. Review collected by and hosted on G2.com.

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UI
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Easy to create new reports and edit how you visualize the data Review collected by and hosted on G2.com.

What do you dislike?

Slow software and not the most user friendly platform Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Analysis on fund investment universes including flows, performance and risk Review collected by and hosted on G2.com.

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UF
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Drilling down so deep into an allocation and seeing exposures that you might not have been aware of. Review collected by and hosted on G2.com.

What do you dislike?

Wish it were easier to just compare 2 funds side by side. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Portfolio review. Review collected by and hosted on G2.com.

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UB
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Different modules offer different functionalities. The presentation studio makes generating reports so easy. Workspace and performance reporting are also used frequently. Review collected by and hosted on G2.com.

What do you dislike?

Data is sometimes not correct e.g. management fees, MERs. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Easy to do industry competitive analysis. Assets and flow data are also very helpful Review collected by and hosted on G2.com.

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