Data access, breath and recurring updates Review collected by and hosted on G2.com.

Loading time, data lag in private markets Review collected by and hosted on G2.com.

The data set is extensive for mutual funds, ETFs, and SMAs. The ability to customize investment lists and investment screening is fantastic. Investment flow data is also very useful. Review collected by and hosted on G2.com.

In the attempts to continue development on the program, features are often changed or removed without user input considered. Even through conversations with customer support and developers, useful features are removed with no solution for similar capabilities provided. Review collected by and hosted on G2.com.

I like the vast amount of data points in Morningstar Direct. It allows me to think analytically without a concern of lack of data. Review collected by and hosted on G2.com.

I dislike the 5000 line item limit for extracts. It would be helpful for me to pull a longer list rather than having to pull multiple for a big report. Review collected by and hosted on G2.com.

Variety of available data points, ease of creating charts in presentation studio, integration with Microsoft Excel. In-depth research reports on various topics from Morningstar's team of analysts. Review collected by and hosted on G2.com.

Data quality is constantly an issue. Data is often missing or inaccurate. Morningstar's category classification team is unresponsive to requests. This is especially frustrating when funds are clearly miscategorized. Review collected by and hosted on G2.com.

I like finding out about dividends, PE ratios, and other analytics with Morningstar Direct. Review collected by and hosted on G2.com.

Linking my portfolio with Wells Fargo Advisors is inconvenient. I have to manually input all of my positions for my portfolio reports. Review collected by and hosted on G2.com.

there is a wealth of investment product data,

and the support staff is helpful whenever I call or email Review collected by and hosted on G2.com.

There is more functionality than I have time available to learn how to use it Review collected by and hosted on G2.com.

I use Morningstar Direct for fund inventory and product taxonomy. I love its raw power with so much data available and the ability to solve any problem. The initial setup was very easy, and the Direct team provided an excellent onboarding process, guiding me to general use and helping solve the problems I was trying to address. Review collected by and hosted on G2.com.

Data export - currently you can only export 50 items at a time. It would be nice to be able to pull larger lists when needed. Review collected by and hosted on G2.com.

We utilize the various dashboards and fund analysis metrics to get a market barometer and compare funds for use in our internal model portfolios. Review collected by and hosted on G2.com.

I would like some more simplified training opportunities. Review collected by and hosted on G2.com.

I like the templates and their shareability in Morningstar Direct. The initial setup was easy. Review collected by and hosted on G2.com.

I don't like how the daily flow data is inconsistent. Some days you’ll get 500 funds reporting any daily flows and other days you’ll get 1200 for the same manager. Review collected by and hosted on G2.com.

Morningstar Direct makes performance reporting simple and efficient. My favorite features are thw research and reporting functions. Review collected by and hosted on G2.com.

There are no feature I dislike about Direct Review collected by and hosted on G2.com.