FactSet vs. Morningstar Direct

Integration with MS Powerpoint is one of my first recommendations, it is an advance to be able to integrate FactSet with other products to be able to expand the capacity of accounting departments. The scalability of FactSet is amazing and is related to its integration plugins. The ROI achieved through FactSet also continues to motivate me to recommend it.

Incentivized

Morningstar Direct is great for classifying funds in order of performance and has a huge database to check against. Pretty much every category you can imagine is covered. It is best for research and analyzing before making big decisions. The interface is fairly clean and relatively simple to use.

Incentivized

• curating outside in intelligence
• enabling account plans target addressable market estimation
• competitors tracking
• value proposition pitching
• RFP deal support

Incentivized

• Best for research.
• Analyst reporting is fantastic.
• The ability to look at a wide variety of assets is great.

Incentivized

• Faster load time
• API integration

Incentivized

• The system is sometimes slow.
• Glitchy and sometimes hard to use.

Incentivized

The technical support motivates us to continue using FactSet, we will not stop using the advantages that this software offers us.

Incentivized

I think the data delivery could be improved, but it's a good data set.

Incentivized

Global Data, AlphaSense, Hoovers, S&P, etc.

Incentivized

Morningstar is slightly more buggy and laggy. But includes far more data and is more trusted.

Incentivized

• High quality sales pitches
• stress tested competitive revenue models
• outside in views for all selling and marketing stakeholders

Incentivized

• Returns not yet realised.

Incentivized