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AU
Anonymous User
02/06/19
"A must for financial advisors"
What do you like best about Morningstar Direct? Drilling down so deep into an allocation and seeing exposures that you might not have been aware of. What do you dislike about Morningstar Direct? Wish it were easier to just compare 2 funds side by side. What problems is Morningstar Direct solving and how is that benefiting you? Portfolio review.
AU
Anonymous User
07/24/18
"Lots of data and easy to use"
What do you like best about Morningstar Direct? Different modules offer different functionalities. The presentation studio makes generating reports so easy. Workspace and performance reporting are also used frequently. What do you dislike about Morningstar Direct? Data is sometimes not correct e.g. management fees, MERs. What problems is Morningstar Direct solving and how is that benefiting you? Easy to do industry competitive analysis. Assets and flow data are also very helpful
