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Morningstar Direct Alternatives

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OverviewReviews
Alternatives
Morningstar Direct

Best 15 Morningstar Direct Alternatives

Morningstar Direct

Morningstar Direct

4.1
(155)

Pricing: Available upon request

Free trial
Free version
On this page
  • Top Alternatives Preview
  • Alternatives
  • Popular Comparisons

Preview of Top Morningstar Direct Alternatives

Main Product
Morningstar Direct

Morningstar Direct

4.1
(155)

Ratings Breakdown

  • 3.77Ease of use
  • 3.89Value for money
  • 4.17Customer support
  • 4.30Functionality

Pricing

Available upon request

Top Alternative
ICONOMI

ICONOMI

4.5
(44)

Ratings Breakdown

  • 4.66Ease of use
  • 4.30Value for money
  • 4.11Customer support
  • 4.25Functionality

Pricing

Available upon request

Top Alternative
Exirio

Exirio

4.8
(30)

Ratings Breakdown

  • 4.83Ease of use
  • 4.88Value for money
  • 4.85Customer support
  • 4.67Functionality

Pricing

Available upon request

Top Alternative
Human Interest

Human Interest

4.0
(32)

Ratings Breakdown

  • 4.09Ease of use
  • 3.74Value for money
  • 3.71Customer support
  • 3.97Functionality

Pricing

Starting at $80.00 per month

Top Alternative
WOWS Investment Portal

WOWS Investment Portal

4.7
(97)

Ratings Breakdown

  • 4.63Ease of use
  • 4.57Value for money
  • 4.33Customer support
  • 4.59Functionality

Pricing

Starting at $249.00 per month

Top Alternative
Avestor

Avestor

5.0
(8)

Ratings Breakdown

  • 4.75Ease of use
  • 4.50Value for money
  • 5.0Customer support
  • 4.88Functionality

Pricing

Starting at $600.00 per month

Morningstar Direct Alternatives

ICONOMI

ICONOMI

4.5
(44)

Pricing: Available upon request

Free trial
Free version

Features Comparison

71%

Unique Features for ICONOMI

  • Alerts/Notifications
  • API
  • Client Management
See All

29%

Shared Features with Morningstar Direct

  • Investments Tracking
  • Performance Metrics
  • Portfolio Management
See All

Integrations Comparison

0%

Unique Integrations for ICONOMI

  • No unique integrations

0%

Shared Integrations with Morningstar Direct

  • No shared integrations
See ICONOMI Screenshots
Exirio

Exirio

4.8
(30)

Pricing: Available upon request

Free trial
Free version

Features Comparison

25%

Unique Features for Exirio

  • Bonds/Stocks
  • Mobile Access

75%

Shared Features with Morningstar Direct

  • Data Import/Export
  • Financial Analysis
  • Investments Tracking
See All

Integrations Comparison

100%

Unique Integrations for Exirio

  • Plaid

0%

Shared Integrations with Morningstar Direct

  • No shared integrations
See Exirio Screenshots
Human Interest

Human Interest

4.0
(32)

Starting Price: $80.00 per month

Free trial
Free version

Features Comparison

65%

Unique Features for Human Interest

  • Accounting
  • Activity Dashboard
  • Alerts/Notifications
See All

35%

Shared Features with Morningstar Direct

  • Data Import/Export
  • Financial Analysis
  • Investments Tracking
See All

Integrations Comparison

0%

Unique Integrations for Human Interest

  • No unique integrations

0%

Shared Integrations with Morningstar Direct

  • No shared integrations
See Human Interest Screenshots
WOWS Investment Portal

WOWS Investment Portal

4.7
(97)

Starting Price: $249.00 per month

Free trial
Free version

Features Comparison

62%

Unique Features for WOWS Investment Portal

  • Accounting
  • Activity Dashboard
  • Alerts/Notifications
See All

38%

Shared Features with Morningstar Direct

  • Benchmarking
  • Data Import/Export
  • Investments Tracking
See All

Integrations Comparison

0%

Unique Integrations for WOWS Investment Portal

  • No unique integrations

0%

Shared Integrations with Morningstar Direct

  • No shared integrations
See WOWS Investment Portal Screenshots
Avestor

Avestor

5.0
(8)

Starting Price: $600.00 per month

Free trial
Free version

Features Comparison

57%

Unique Features for Avestor

  • Activity Dashboard
  • Client Portal
  • Fee Management
See All

43%

Shared Features with Morningstar Direct

  • Data Import/Export
  • Investments Tracking
  • Visual Analytics

Integrations Comparison

0%

Unique Integrations for Avestor

  • No unique integrations

0%

Shared Integrations with Morningstar Direct

  • No shared integrations
See Avestor Screenshots
DealCheck

DealCheck

4.8
(38)

Pricing: Available upon request

Free trial
Free version

Features Comparison

70%

Unique Features for DealCheck

  • Alerts/Notifications
  • Cash Flow Analysis
  • Client/Property Matching
See All

30%

Shared Features with Morningstar Direct

  • Benchmarking
  • Data Import/Export
  • Investments Tracking
See All

Integrations Comparison

100%

Unique Integrations for DealCheck

  • RentCast

0%

Shared Integrations with Morningstar Direct

  • No shared integrations
See DealCheck Screenshots
Roundtable

Roundtable

5.0
(9)

Starting Price: €5000.00 one time

Free trial
Free version

Features Comparison

58%

Unique Features for Roundtable

  • Alerts/Notifications
  • Client Management
  • Client Portal
See All

42%

Shared Features with Morningstar Direct

  • Investments Tracking
  • Performance Metrics
  • Portfolio Management
See All

Integrations Comparison

0%

Unique Integrations for Roundtable

  • No unique integrations

0%

Shared Integrations with Morningstar Direct

  • No shared integrations
See Roundtable Screenshots
Stessa

Stessa

4.5
(103)

Starting Price: $15.00 per month

Free trial
Free version

Features Comparison

84%

Unique Features for Stessa

  • Accounting
  • Alerts/Notifications
  • Analytics
See All

16%

Shared Features with Morningstar Direct

  • Data Import/Export
  • Investments Tracking
  • Performance Metrics
See All

Integrations Comparison

100%

Unique Integrations for Stessa

  • AppFolio Property Manager
  • Docusign

0%

Shared Integrations with Morningstar Direct

  • No shared integrations
See Stessa Screenshots
Agora

Agora

4.5
(12)

Starting Price: $749.00 per month

Free trial
Free version

Features Comparison

83%

Unique Features for Agora

  • Activity Tracking
  • Alerts/Notifications
  • Client Management
See All

17%

Shared Features with Morningstar Direct

  • Data Import/Export
  • Investments Tracking
  • Performance Metrics
See All

Integrations Comparison

100%

Unique Integrations for Agora

  • Salesforce Platform
  • Zapier

0%

Shared Integrations with Morningstar Direct

  • No shared integrations
See Agora Screenshots
SeedLegals

SeedLegals

4.9
(83)

Starting Price: £49.00 per month

Free trial
Free version

Features Comparison

92%

Unique Features for SeedLegals

  • Activity Dashboard
  • Activity Tracking
  • Compliance Tracking
See All

8%

Shared Features with Morningstar Direct

  • Data Import/Export

Integrations Comparison

0%

Unique Integrations for SeedLegals

  • No unique integrations

0%

Shared Integrations with Morningstar Direct

  • No shared integrations
See SeedLegals Screenshots
First Rate Vantage

First Rate Vantage

4.9
(18)

Starting Price: $3000.00 per year

Free trial
Free version

Features Comparison

83%

Unique Features for First Rate Vantage

  • Accounting
  • Activity Tracking
  • Cash Flow Management
See All

17%

Shared Features with Morningstar Direct

  • Data Import/Export
  • Investments Tracking
  • Performance Metrics

Integrations Comparison

100%

Unique Integrations for First Rate Vantage

  • Microsoft Outlook

0%

Shared Integrations with Morningstar Direct

  • No shared integrations
See First Rate Vantage Screenshots
Vestd

Vestd

4.9
(97)

Starting Price: £25.00 per month

Free trial
Free version

Features Comparison

90%

Unique Features for Vestd

  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
See All

10%

Shared Features with Morningstar Direct

  • Investments Tracking
  • Performance Metrics
  • Portfolio Management

Integrations Comparison

0%

Unique Integrations for Vestd

  • No unique integrations

0%

Shared Integrations with Morningstar Direct

  • No shared integrations
See Vestd Screenshots
Minerva

Minerva

4.0
(4)

Pricing: Available upon request

Free trial
Free version

Features Comparison

38%

Unique Features for Minerva

  • Activity Dashboard
  • Compliance Tracking
  • Portfolio Rebalancing

63%

Shared Features with Morningstar Direct

  • Data Import/Export
  • Investments Tracking
  • Performance Metrics
See All

Integrations Comparison

0%

Unique Integrations for Minerva

  • No unique integrations

0%

Shared Integrations with Morningstar Direct

  • No shared integrations
See Minerva Screenshots
TrendSpider

TrendSpider

4.6
(13)

Starting Price: $107.00 per month

Free trial
Free version

Features Comparison

73%

Unique Features for TrendSpider

  • Categorization/Grouping
  • Dashboard
  • Data Discovery
See All

27%

Shared Features with Morningstar Direct

  • Data Import/Export
  • Financial Analysis
  • Investments Tracking
See All

Integrations Comparison

0%

Unique Integrations for TrendSpider

  • No unique integrations

0%

Shared Integrations with Morningstar Direct

  • No shared integrations
See TrendSpider Screenshots
Finestel

Finestel

5.0
(2)

Starting Price: $79.00 per month

Free trial
Free version

Features Comparison

45%

Unique Features for Finestel

  • Accounting
  • Investment Management
  • Payment Processing
See All

55%

Shared Features with Morningstar Direct

  • Financial Analysis
  • Investments Tracking
  • Performance Metrics
See All

Integrations Comparison

0%

Unique Integrations for Finestel

  • No unique integrations

0%

Shared Integrations with Morningstar Direct

  • No shared integrations
See Finestel Screenshots

Popular Morningstar Direct Comparisons

ICONOMI
ICONOMI vs Morningstar Direct
Exirio
Exirio vs Morningstar Direct
Human Interest
Human Interest vs Morningstar Direct
WOWS Investment Portal
WOWS Investment Portal vs Morningstar Direct