Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Very bad, unstable software, but good data."
3.5/5
What do you like best about Morningstar Direct?

Lots of data points, many of them highly customizable. Data sets are a good feature. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Unstable software that crashes and asks me to re-login several times a day. Performance Reporting is also very badly designed. Review collected by and hosted on G2.com.

Response from Aanya Gandhi of Morningstar Direct

Thank you for highlighting the extensive and customizable data sets as a positive feature. We understand your concerns and will make sure your feedback is shared with the broader team.

Verified User in Investment Management
UI
Verified User in Investment Management
Enterprise (> 1000 emp.)
"Unmatched Data Depth for Due Diligence, But Report Updates Need Smoother UX"
5/5
What do you like best about Morningstar Direct?

For manager due diligence I am not aware of any other platform that has the amount of data on so many different strategies. This allows for deep comparisons between products across a number of different factors, allowing for robust decision making and manger selection. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

There are some instances where making updates to reports to include new data points or updating data may not be the most user friendly. Advances are being made, but sometimes it can be difficult to get the exact information that you are looking for without having to really dig for it. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Portfolio Review Functionality is Very Good, But Input Not So Much"
4/5
What do you like best about Morningstar Direct?

I really like the x-ray feature. It helps me to identify potential shortcomings in portfolios I create. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

I think the portfolio input is clunky and makes it hard to input a lot of data unless you import it with excel. Review collected by and hosted on G2.com.

AS
Abhishek S.
Analyst in SMIF
Small-Business (50 or fewer emp.)
"Good potential, but graphics need work—we still rely on Yahoo Finance"
3.5/5
What do you like best about Morningstar Direct?

Try to make it more like yahoo finance, even after having subscription we use more of yahoo finance Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Graphics and the way data shows up, even charts are not proper Review collected by and hosted on G2.com.

John K.
JK
John K.
Executive Director- Activist Defense & Special Situations
"Effortless Setup, Global Real-Time Insights"
4/5
What do you like best about Morningstar Direct?

I like the fact that it's a global product, and updates are made on a daily basis. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

I think some of the institutional names are a bit dated and should be cleaned up. Review collected by and hosted on G2.com.

Verified User in Banking
IB
Verified User in Banking
Enterprise (> 1000 emp.)
"Good but lot of unexpressed potential"
4/5
What do you like best about Morningstar Direct?

Excellent software for quick and relatively detailed analyses.

One of its strengths is undoubtedly the wide variety of data points. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

I believe that better work can be done from the point of view of the Analytics Lab and all those features related to big data.

Nowadays, most companies, especially in the financial sector, integrate high technical and analytical skills into their teams (in particular, data mining, analysis, and, in short, all those necessary for the exploitation of big data).

Therefore, my suggestion in terms of product development is to focus on the features of the future and not to improve reporting tables, which are slow and (compared to the use of raw data) not very flexible. Review collected by and hosted on G2.com.

KA
Kristan A.
Director of Financial Planning
Small-Business (50 or fewer emp.)
"Powerful Research Tools, But Slow and Challenging for New Users"
3/5
What do you like best about Morningstar Direct?

There is a lot of data in Morningstar Direct and a lot of research capabilities Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

The software is slow and clunky at times. I'm new to Direct, but finding what I need has been a challenge. Review collected by and hosted on G2.com.

FS
Fridrik S.
Asset Management analyst.
Small-Business (50 or fewer emp.)
"Helping alot for overview of our portfolio an following up on our investments."
5/5
What do you like best about Morningstar Direct?

I really like analytics lab, creating my own analysis and scenario analysis. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

I do find the reporting lab complicated and how not found the time to create my own reports. Review collected by and hosted on G2.com.

AV
Alexandra V.
Analyst
Enterprise (> 1000 emp.)
"Extensive Data Access, But Fund AUM Reliability Needs Improvement"
3/5
What do you like best about Morningstar Direct?

The vast data that MS provides through the investment lists tab Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

The fund AUM data is not always reliable or sometimes when inserting a SecID the ISIN will now show up even though there is an ISIN to be provided. Review collected by and hosted on G2.com.

Response from Storey Sheriff of Morningstar Direct

We are grateful for your feedback and are pleased to hear that Morningstar Direct is helping to solve your data issues. We acknowledge the importance of reliable data and are committed to improving the accuracy of this information for a better user experience.

Verified User in Financial Services
UF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"Like Presentation Studio, But Almost Everything Else Needs Improvement"
1.5/5
What do you like best about Morningstar Direct?

I like presentation studio and access to mutual fund data Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Almost everything. The system is horribly clunky, data aggregation sucks, and the whole experience is more complicated than it needs to be. Review collected by and hosted on G2.com.