# Morningstar Direct vs Roundtable - 2026 Comparison - Software Advice

> Morningstar Direct vs Roundtable - See how these products stack up against each other with real user reviews, product feature comparisons and screenshots. Find out which one is best for your organization.

Source: https://www.softwareadvice.com/compare/526658-Morningstar-Direct/vs/530824-Roundtable

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Morningstar Direct vs Roundtable

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# Morningstar Direct vs Roundtable: Which is best for you?

Updated June 3, 2026

[Morningstar Direct](https://www.softwareadvice.com/product/526658-Morningstar-Direct/)

4.1 [(251)](https://www.softwareadvice.com/product/526658-Morningstar-Direct/reviews/)

[Roundtable](https://www.softwareadvice.com/product/530824-Roundtable/)

5.0 [(9)](https://www.softwareadvice.com/product/530824-Roundtable/#reviews)

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Starting Price

Pricing available upon request

€5,000.00

one time

Free Trial

Free Version

Screenshots  
and Demo

See all

See all

Top Rated  
  Features

Financial Analysis

4.33

Performance Metrics

4.27

Reporting/Analytics

4.24

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Client Management

5.0

Performance Metrics

4.86

Alerts/Notifications

4.71

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Integrations

Excel Add-ins

Microsoft Excel

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Pros / Cons

-   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.
    

Read more

N/A

Ease-of-Use

3.6/ 5

Highest performing feature  
in the comparison

5/ 5

Value for Money

3.8/ 5

Highest performing feature  
in the comparison

5/ 5

Customer Support

4.2/ 5

Highest performing feature  
in the comparison

5/ 5

Functionality

4.2/ 5

Highest performing feature  
in the comparison

5/ 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

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