Last updated on
Company health
Ratings
Morningstar Direct description
Morningstar Direct is a comprehensive financial research platform designed for investment professionals. It provides tools for portfolio analysis, market research, competitor analysis, investment selection, and asset allocation. This platform is known for its in-depth data and analysis, helping users make informed investment decisions. Morningstar Direct is a subscription-based service primarily used by financial advisors, asset managers, and institutional investors.
Who is Morningstar Direct best for
Morningstar Direct is a robust investment research platform ideal for financial advisors, asset managers, and institutional investors seeking in-depth data and analytics. Users appreciate the comprehensive data and reporting capabilities, but some find the software clunky and the Presentation Studio outdated. Despite some drawbacks, Morningstar Direct remains a popular choice for investment professionals.
-
Best fit for medium and large companies.
-
Best fit for financial services companies.
Morningstar Direct features
| Supported Morningstar Direct generates reports on portfolio performance, risk, and other metrics. |
| Supported Morningstar Direct offers historical performance data, customizable reporting, and advanced analytics. |
| Supported Morningstar Direct supports detailed holdings analysis and comparison. |
| Supported Morningstar Direct offers tools to measure and visualize portfolio risk. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
Morningstar Direct reviews
We've summarised 203 Morningstar Direct reviews (Morningstar Direct G2 reviews) and summarised the main points below.
- Comprehensive data on a wide range of investment instruments, including mutual funds, ETFs, and stocks.
- Excellent for comparing and analyzing investment options.
- Presentation Studio, while outdated, facilitates visualizing data and creating reports.
- Useful Excel add-in for data manipulation and analysis.
- Generally responsive and helpful customer support.
- The software can be slow, clunky, and difficult to navigate.
- Presentation Studio is outdated and lacks basic functionalities like font resizing.
- Inaccurate data, particularly for fixed income securities, is a recurring problem.
- Customer support response times can be slow and representatives often lack sufficient knowledge.
- Frequent bugs, crashes, and required re-logins disrupt workflow.
Morningstar Direct pricing
The commentary is based on 24 reviews from Morningstar Direct G2 reviews.
Morningstar Direct's pricing is a recurring concern. While users acknowledge its comprehensive data and powerful tools, many find the cost high, especially given occasional bugs, a clunky interface, and limited data access. Some consider it expensive for the value received, mentioning the need for additional licenses for certain data.
Users sentiment
Morningstar Direct alternatives
S&P Capital IQ ProBetter for researching publicly traded companies. Excellent customer support is frequently praised. Broader industry fit, including e-commerce, education, and more.Read more
DucalisBetter for product teams at growing companies needing streamlined decision-making. Focuses on user feedback, task prioritization, and integration with project management tools. Has significantly more momentum than Morningstar Direct. Caters to smaller businesses and the software industry. A Morningstar Direct competitor and alternative.Read more
AumniBetter for venture capital and investor portfolio management. Aumni has stronger user ratings and is growing faster. Focuses on automating reporting, due diligence, and scenario modeling. A Morningstar Direct alternative and competitor.Read more
AlphaSenseBetter for quickly uncovering key information using AI-driven search across diverse data sources. Has more momentum based on employee growth. A Morningstar Direct competitor focused on market intelligence for large corporations and financial institutions.Read more
CountercyclicalMore focused on in-depth company and industry research. Has significantly more momentum in terms of employee growth. Offers a free trial and transparent pricing plans.Read more
Morningstar Direct FAQ
What is Morningstar Direct and what does Morningstar Direct do?
Morningstar Direct is an investment research platform for professionals, offering comprehensive data and tools for portfolio analysis, market research, and investment selection. It's known for in-depth analysis capabilities, aiding informed investment decisions, but some users find the software clunky and the data occasionally inaccurate.
How does Morningstar Direct integrate with other tools?
Morningstar Direct integrates with other tools through its Excel add-in, enabling users to manipulate and analyze data efficiently. However, information regarding other integrations is limited.
What the main competitors of Morningstar Direct?
Alternatives to Morningstar Direct include S&P Capital IQ Pro, AlphaSense, and YCharts. These platforms offer similar functionalities, such as portfolio analysis, market research, and investment selection tools. Consider exploring these options to find the best fit for your investment research needs.
Is Morningstar Direct legit?
Yes, Morningstar Direct is a legitimate, subscription-based financial research platform utilized by investment professionals. It's known for comprehensive data and analysis tools for informed investment decisions, though some users report slow performance and occasional data inaccuracies.
How much does Morningstar Direct cost?
I cannot find pricing details for Morningstar Direct. Contact Morningstar directly for a quote to determine if the product's features are worth the cost.
Is Morningstar Direct customer service good?
Morningstar Direct's customer service receives mixed reviews. While generally considered responsive and helpful for straightforward inquiries, users report inconsistent support quality, with some representatives lacking in-depth product knowledge, especially regarding complex issues. Resolving these issues can be time-consuming.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.