Updated February 10, 2026
Morningstar Direct vs Roundtable: Which is best for you?
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1 million+ businesses helped
2 million+ verified software reviews
Starting Price
Pricing available upon request
€5,000.00
one time
Free Trial
Free Version
Screenshots
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Top Rated
Features
Features
Financial Analysis
4.43
Performance Metrics
4.40
Reporting/Analytics
4.27
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Client Management
5.0
Performance Metrics
4.86
Alerts/Notifications
4.71
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Integrations
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Pros / Cons
- 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.
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N/A
Ease-of-Use
3.8/ 5
Highest performing feature
in the comparison
5/ 5in the comparison
Value for Money
3.9/ 5
Highest performing feature
in the comparison
5/ 5in the comparison
Customer Support
4.2/ 5
Highest performing feature
in the comparison
5/ 5in the comparison
Functionality
4.3/ 5
Highest performing feature
in the comparison
5/ 5in the comparison
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
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