Morningstar Direct

Our web-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, and connect with investors.

Languages supported: German, English, French, Italian, Japanese, Korean, Portuguese, Spanish, Chinese (Simplified), Chinese (Traditional)

8.2/10 (Expert Score) ★★★★★
Product is rated as #14 in category Investment Portfolio Management Software
Ease of use
7.4
Support
8.1
Ease of Setup
0.0

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Morningstar Direct centralizes our institutional-strength data, proprietary analytics, and in-depth investment research in one platform, helping optimize your investment process whether you need to select, create, or market investments—or if you’re a one-person shop doing a bit of everything from finding the right investments to sitting down with clients.

For investment professionals committed to delivering on investor objectives in an information-saturated and constantly evolving market, Morningstar Direct helps drive informed decisions through broad and emerging data, independent research, portfolio analytics, and customized reporting.

Morningstar Direct
Morningstar Direct

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Customer Reviews

Morningstar Direct Reviews

User in Investment Management

Advanced user of Morningstar Direct
★★★★★
Morningstar Direct Review

What do you like best?

Excellent research and analyst reporting capability, lot of functionality for various disciplines across asset management

What do you dislike?

its A very slow system, due to all the capabilities it has. That's the only downside

Recommendations to others considering the product:

Be patient, it is worth the capabilities

What problems are you solving with the product? What benefits have you realized?

Investment research, analyst reports, investment selection management, reporting

Review source: G2.com

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