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Foundersuite vs Morningstar Direct

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Updated February 12, 2026

Foundersuite vs Morningstar Direct: Which is best for you?

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55+ software advisors
1 million+ businesses helped
2 million+ verified software reviews
Starting Price
$62.00

per month

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
Fund Management
4.83
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Financial Analysis
4.38
Performance Metrics
4.32
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
  • Each youtube tutorial is worth a month's SaaS. you can spend lots of money and time with "consultants and advisors" or use Foundersuite.
  • Some features are clunky.
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  • 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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Ease-of-Use
Highest performing feature
in the comparison
4.6/ 5
3.7/ 5
Value for Money
Highest performing feature
in the comparison
4.4/ 5
3.9/ 5
Customer Support
Highest performing feature
in the comparison
4.8/ 5
4.2/ 5
Functionality
Highest performing feature
in the comparison
4.4/ 5
4.3/ 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