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Morningstar Portfolio Manager

Verified
Investment Platforms
www.morningstarportfoliomanager.com Vilnius, Lithuania Founded 2002 201-500 employees
28
Poor

Trust Score

3.5(25 reviews)

Automated investment service using evidence-based strategies and tax-loss harvesting to maximize returns....

Reviews (25)

Filter:
4.0
in 6 months

Solid performance overall

Overall a very positive experience. The platform is well-designed and feature-rich. My only minor complaint is that customer support response times could be slightly faster, but when they do respond the quality of help i…

Used for: 6-12 months

Luca Park
Luca Park
Active23 reviews
4.0
in 6 months

Very good overall, minor improvements needed

KYC VerifiedVerified

Great service with only minor room for improvement. The main platform is excellent but the educational resources could be expanded. That said, for experienced users this is a top-tier option with competitive pricing.

✓ Pros

Improving regularly

✗ Cons

Support could be faster

Used for: More than 3 years

Laura Carter
Laura Carter
Contributor28 reviews
5.0
in 5 months

Absolutely outstanding service!

Incredible value for money. The features offered at this price point are unmatched by competitors. I particularly love the real-time notifications and the detailed reporting tools. Customer service resolved my one query …

✓ Pros

Regular updates

Used for: 3-6 months

Anna Garcia
Anna Garcia
Contributor33 reviews
4.0
in 5 months

Happy with my choice

Strong performance and reliable service. I've been using it for eight months and have been consistently happy. The interface updates they've made recently have improved the experience significantly. Minor issues with the…

✗ Cons

Mobile app has minor bugs

Used for: 1-3 months

David Thomas
David Thomas
Active23 reviews
4.0
in 3 months

Really impressed with the service

Solid platform that delivers on its core promises. The fees are competitive, execution is fast, and the interface is user-friendly. A few advanced features I'd like to see added, but for most users this will be more than…

✓ Pros

Good customer service

Used for: 1-3 months

Owen Martin
Owen Martin
Active22 reviews
3.0
3 months ago

Average experience overall

KYC VerifiedVerified

Has potential but needs work. The core service is functional but there are too many rough edges. Verification took longer than advertised and the mobile app needs significant improvement. Hopeful they'll address these is…

✓ Pros

Some good tools

✗ Cons

Customer support is slow

Used for: 1-2 years

Samuel Popov
Samuel Popov
Contributor17 reviews
3.0
4 months ago

Average experience overall

Okay for what it is. Not the best option available but not the worst either. The platform is stable and I haven't lost any money, which is the most important thing. Just don't expect a premium experience.

✓ Pros

Functional platform

Used for: 1-3 months

Benjamin Park
Benjamin Park
Active16 reviews
5.0
5 months ago

Simply the best in the industry

Best decision I made was switching to this platform. The migration was seamless, the interface is far superior to what I was using before, and the fees are significantly lower. I only wish I had made the switch sooner.

✓ Pros

Transparent pricing

Used for: 2-3 years

Larry Taylor
Larry Taylor
Active18 reviews
4.0
7 months ago

Really impressed with the service

Strong performance and reliable service. I've been using it for eight months and have been consistently happy. The interface updates they've made recently have improved the experience significantly. Minor issues with the…

Used for: More than 3 years

Jack Walker
Jack Walker
Active23 reviews
1.0
8 months ago

Fraudulent practices suspected

Horrible service. The platform is unstable, customer support is rude and unhelpful, and I've had multiple unauthorized charges on my account. This company needs serious regulatory scrutiny.

✗ Cons

Hidden fees

Used for: More than 3 years

Monika Martín
Monika Martín
Active22 reviews
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