Name: Morningstar Direct
Rating: 9 (5 reviews)
Author: Morningstar

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

Alumni Management

School Management

Education

Association Management

Business Intelligence (BI)

Collaboration

Enterprise Resource Planning (ERP)

Environmental, Social, and Governance (ESG)

Facility Management

Meeting Management

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

On-Demand Payment

Payroll

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

Asset Tokenization

Cloud Storage

Continuous Delivery

Data Center Backup

Data Governance

Fraud Detection

Graph Database

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

Managed Print

Master Data Management (MDM)

Message Oriented Middleware

Metadata Management

Network Function Virtualization (NFV)

Network Performance Monitoring

Network Traffic Analysis (NTA)

Robotic Process Automation (RPA)

SQL Server Performance Monitoring

Security Validation

Software-Defined WAN

Virtual Private Network (VPN)

Web Scraping

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Contest Management

Customer Loyalty Program

Email Marketing

Location Intelligence

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Job Site Management

Project Management

Transcription

Waste Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales

Automotive

Car Rental

Clinical Data Management

Equation Editors

Healthcare Learning Management

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Users recommend utilizing the support offered by Morningstar Direct to maximize the benefits of all its products, not just the direct ones. They emphasize the importance of being patient with the software, as it is worth it for the capabilities it offers. While acknowledging that there is a steep learning curve associated with Morningstar Direct, users attest that it is a powerful tool. To justify the investment in this expensive tool, users suggest scheduling a demo session with the team. Morningstar Direct is specifically recommended for those involved in investment management and wealth management industries.

Comprehensive database: Reviewers have praised Morningstar Direct for its comprehensive database of global investment products, with many stating that it provides a wide range of information on different asset management disciplines. 

Excellent research and analyst reporting capability: Many reviewers have appreciated the great articles published by Morningstar's research team and found the platform to have an excellent research and analyst reporting capability, making it easy for them to classify funds across various categories.

Portfolio creation and backtesting: Several users have pointed out the ability to create investment portfolios and backtest their performance as a major advantage offered by Morningstar Direct. This feature has allowed them to test different allocations and gain more confidence in their portfolio while also discovering new exposures they may not have been aware of before.

Outdated Interface: Many users have expressed their dissatisfaction with the outdated user interface of Morningstar Direct, stating that it needs improvement to meet current industry standards. 

Frequent Glitches: Several reviewers have reported that the software is slow and frequently glitches, causing frustration and loss of work. 

Limited Fixed-Income Analysis Capabilities: Some users feel that the limited capabilities for fixed income analysis and lack of real-time security valuation and analysis make the software less useful for them.

Morningstar headquartered in Chicago offers Morningstar Direct, an investment portfolio managment application focusing on financial and risk analysis.

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Morningstar Direct

Investment Portfolio Management

Likelihood to Recommend

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Morningstar Direct 2022-02-09 09:44:35

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Hard to use

Management tool

Customer support

Responsive customer support

Track and manage

User friendly

Detailed reporting

Friendly and easy

Reporting capabilities

Easy to understand

Ease of integration

Responsive customer

Home

Investment Portfolio Management Software

I use Morningstar Direct to research my own thoughts on charts and the company's investments. The ability to access a grid and export to excel really helps chose between them. The announcements feature alerts and can be used to avoid bad decisions or help make good ones further down the line.

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

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

Its vast research.
The data it holds in its database.

Bloomberg Vault Enterprise Archiving and Thomson Reuters CLEAR

Autodesk Maya, Adobe Acrobat Reader DC, Xero

Morningstar Direct

Overview

What is Morningstar Direct?