GH

Gina H.

Small-Business (50 or fewer emp.)

6/18/2026

"Morningstar Makes Portfolio X-Ray Fast, Credible, and Easy"

5/5

What do you like best about Morningstar Direct?

The Morningstar platform helps me evaluate clients current portfolios so I can provide feedback as to where the new portfolio will help them achieve their financial goals. Love how the portfolio provides the x-ray update on the portfolio and it gives credibility to the client I am speaking with.

It is easy to use and can usually find information within minutes.

In addition the daily articles are on top of current events and helps me stay informed. Review collected by and hosted on G2.com.

What do you dislike about Morningstar Direct?

Where I would like to see improvement on Direct is in the search bar. When I am looking for a sector or ESG or other specialty type investment, the search bar is not useful.

Also would like more portfolios to build out, I believe it limits the count to 20 or 25 today. Review collected by and hosted on G2.com.

What problems is Morningstar Direct solving and how is that benefiting you?

The site provides credibility to my recommendations for my clients. In addition, it keeps me on top of trends or highlighting sectors or ETFs I should be thinking about for my clients. Review collected by and hosted on G2.com.

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