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ICONOMI vs Morningstar Direct

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ICONOMI vs Morningstar Direct: Which is best for you?

Updated February 27, 2026
4.5 (44)
Starting Price

Pricing available upon request

Pricing available upon request

Free Trial
Free Version
Screenshots
and Demo
Product Screenshot
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Product Screenshot
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Top Rated
  Features
Dashboard
4.88
Digital Asset Management
4.64
Fund Management
4.57
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Financial Analysis
4.33
Performance Metrics
4.27
Reporting/Analytics
4.24
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Integrations
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Excel Add-ins
Excel Add-ins
Microsoft Excel
Microsoft Excel
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Pros / Cons
  • I can grow my investments with minimal effort, copy option is great.
  • Many crypto options and great customer service.
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  • It is the number one source for Fund data and possibility to calculate relative performances, rankings and more compared to peers; great for building peer groups, finding funds, building and testing Portfolios.
  • It does not provide a data output via the Excel plug in for cum fair NAV total return for a 10 year period, which significantly hampers our work as this is a crucial metric when working with UK closed ended investment funds.
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Ease-of-Use
Highest performing feature
in the comparison
4.7/ 5
3.6/ 5
Value for Money
Highest performing feature
in the comparison
4.3/ 5
3.8/ 5
Customer Support
4.1/ 5
Highest performing feature
in the comparison
4.2/ 5
Functionality
Highest performing feature
in the comparison
4.3/ 5
4.2/ 5
Support Options
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training Options
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
FrontRunners
N/A
N/A
Advisor
  Recommendations
N/A
N/A
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployment Options
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad