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WealthBlock vs Morningstar Direct: 2026 Comparison
per year
Pricing available upon request
and Demo
Features
- The platform offers good visualisation capabilities; customisable charts, dashboards, and the ability to integrate data series across time and benchmark.
- It honestly just feels clunky at so many iterations or when there are minor issues. When the main fix is just a simple restart, it becomes frustrating that there is often time a repeating of work due to the software not functioning/loading properly on computers that have the capacity to smoothly run the program.
in the comparison
in the comparison
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Recommendations
