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Most trusted source of Data and research
February 09, 2022

Most trusted source of Data and research

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Morningstar Direct

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.
  • Returns not yet realised.
Morningstar is slightly more buggy and laggy. But includes far more data and is more trusted.

Do you think Morningstar Direct delivers good value for the price?

Yes

Are you happy with Morningstar Direct's feature set?

Yes

Did Morningstar Direct live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Morningstar Direct go as expected?

I wasn't involved with the implementation phase

Would you buy Morningstar Direct again?

Yes

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.