Values Discovery is a tool developed by Morningstar, Inc. designed to help users identify their core personal values through a card-sorting exercise. The app aims to provide clarity for financial planning and improve communication between clients and their financial advisors.
Overview · Full Intel report in progress
The App DNA
What makes this app unique?
For Individuals seeking to align their personal values with their financial planning goals.
What does it look like?
Key features
A guided exercise that helps users define the requirements and needs that drive their personal success.
A framework intended to ensure a user's financial plan is consistent with their identified core values.
A tool designed to facilitate a more efficient and transparent relationship between users and their financial advisors.
How much does it cost?
Velocity
Who built it?
Morningstar
5 apps tracked · Education
Morningstar Investor
Morningstar for iPad
Morningstar for Advisors
Morningstar EventsUser Sentiment
What do users think recently?
How are ratings & reviews evolving?
Not enough recent reviews to extract reliable themes yet.
Read the full review analysisCompetition
Competitive landscape for Values Discovery
How's the Education market?
The rivals identified
The Analyst's Read
Key takeaways for Values Discovery
Where is it heading?
Bottom line
While the app aims to bridge the gap between personal values and financial planning, user feedback indicates frustration with the restrictive nature of the card-sorting selection process.
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