I like that Morningstar Direct has been around for a while. I value its longevity, which makes me consider it. It seems fairly organized, and the way it does the reviews is pretty easy to follow. Review collected by and hosted on G2.com.

I'm just not sure if it's biased. It's hard to tell. I also think the layout isn't that great. Integrating your own portfolio is quite technical and can be hard to follow. The initial setup was not that easy. Review collected by and hosted on G2.com.

The availability of information and access to data that it provides. The Performance Reporting feature and Presentation Studio are great and help streamline reporting processes very nicely. Review collected by and hosted on G2.com.

The interactive feel of the software needs much improvement which is being addressed through the new version. It would be great to have all features available in the new version with a smoother feel and less glitches. Review collected by and hosted on G2.com.

Morningstar is the best tool on the market for fund selection and comparison. The new version is much more intuitive and easier to use. Review collected by and hosted on G2.com.

slow data processing for certain reports. Some additional features are not yet intuitive Review collected by and hosted on G2.com.

I use Morningstar Direct for investing news, reviews, and opinions. I appreciate the unbiased reviews and quality content it provides. I like the rating systems, which make me feel confident in making investment decisions. The initial setup was easy. Review collected by and hosted on G2.com.

I would love to see total return information easily and compare across easily and also be able to see the top funds in a category easily Review collected by and hosted on G2.com.

Accessing my saved reports for easy data Review collected by and hosted on G2.com.

It is difficult to use and hard to find the reports/characteristics I need to get accurate reporting. There is also a lag from some asset managers making data inaccurate Review collected by and hosted on G2.com.

I appreciate how easy Morningstar Direct is to use and the ability to upload our custom portfolio data. The Presentation Studio helps me put together presentations for our quarterly reports, and the integration with Bloomberg is valuable as it allows me to download our portfolio holdings and upload them into Morningstar Direct. The initial setup was very easy, with support available when needed. Review collected by and hosted on G2.com.

I don't like that the calculations in Presentation Studio take a long time, sometimes up to 20 minutes. Review collected by and hosted on G2.com.

I like that there are numerous tools and resources that are applicable to doing fund research, especially when it comes to manager research on mutual funds and ETFs. The Morningstar commentaries, interactive charts, risk dashboards, and attribution reports are very useful Review collected by and hosted on G2.com.

It can be verry laggy and slow at times, and also very difficult to navigate for someone who is new to the Morningstar direct platform. For some reports, it feels like the data could be better and generating reports could be much more efficient. Review collected by and hosted on G2.com.

I find Morningstar Direct simple, fast, and affordable. I appreciate its integration with online brokers, which is quite helpful. Review collected by and hosted on G2.com.

Foreign securities are not supported for many functions, and the X-ray functions only work with less than 150 securities. Additionally, even European and Japanese securities typically don't work with Morningstar Direct. The initial setup was easy but incomplete. Review collected by and hosted on G2.com.

I appreciate the ability to customize reports and the huge universe of products that Morningstar Direct offers. It helps me analyze a portfolio of funds and ETFs quickly, and it provides advanced metrics that other software does not provide. Review collected by and hosted on G2.com.

It can be complex to the point of confusion when building out new reports. It took quite some time for the initial setup. Review collected by and hosted on G2.com.

I like the search feature, performance reporting tab, and the Morningstar reports. Morningstar Direct manages and organizes the data I need for reports. The initial setup was fairly easy. Review collected by and hosted on G2.com.

I think the interface could be improved, performance reporting would work well in direct, and Presentation Studio is difficult to use. It's difficult to start from scratch and make cohesive slides. It's difficult to navigate. Review collected by and hosted on G2.com.