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Morningstar Direct
5
89
4
118
3
34
2
7
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Turn insights to investments with Morningstar Direct.
Last updated: March 2026
Morningstar Direct Alternatives & Competitors (2026)
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Value for money
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Functionality
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Top Features
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Investments Tracking
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Investment Research
4.1/5
0.1
Value for money
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0.2
Functionality
Alerts/Notifications
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Compliance Management
4.4/5
Client Portal
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Investments Tracking
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Value for money
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Functionality
Data Import/Export
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Activity Dashboard
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Client Management
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Investment Research
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0.6
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Functionality
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Client Portal
4.7/5
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Investments Tracking
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Investment Research
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1.1
Value for money
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0.8
Functionality
Client Management
5/5
Client Portal
5/5
Fund Management
5/5
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Financial Analysis
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Investments Tracking
4.2/5
Investment Research
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0.9
Value for money
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0.6
Functionality
Email Marketing
5/5
Benchmarking
4.7/5
Cash Flow Analysis
4.5/5
Top Features
Financial Analysis
4.3/5
Investments Tracking
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Investment Research
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0.5
Value for money
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Functionality
Cash Flow Management
4.8/5
Alerts/Notifications
4.6/5
Bank Reconciliation
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Financial Analysis
4.3/5
Investments Tracking
4.2/5
Investment Research
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0.4
Value for money
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0.1
Functionality
Activity Tracking
5/5
Alerts/Notifications
3.8/5
Access Controls/Permissions
N/A
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Investments Tracking
4.2/5
Investment Research
4.1/5
0.9
Value for money
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Functionality
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4.8/5
Activity Tracking
4/5
Accounting
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Financial Analysis
4.3/5
Investments Tracking
4.2/5
Investment Research
4.1/5
0.4
Value for money
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Starting price
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0.2
Functionality
Activity Dashboard
4.5/5
Investments Tracking
4.3/5
Data Import/Export
4/5
Top Features
Financial Analysis
4.3/5
Investments Tracking
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Investment Research
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Value for money
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0.6
Functionality
Client Management
4.5/5
Client Portal
4/5
Activity Dashboard
N/A
Top Features
Financial Analysis
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Investments Tracking
4.2/5
Investment Research
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Value for money
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Functionality
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5/5
Alerts/Notifications
4.9/5
Activity Tracking
4.7/5
Top Features
Financial Analysis
4.3/5
Investments Tracking
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Investment Research
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Value for money
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Functionality
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3/5
Activity Dashboard
N/A
Ad hoc Analysis
N/A
Top Features
Financial Analysis
4.3/5
Investments Tracking
4.2/5
Investment Research
4.1/5
1.1
Value for money
Starting price
No pricing info
0.8
Functionality
Accounting
5/5
Accounting
N/A
Alerts/Notifications
N/A
Top Features
Financial Analysis
4.3/5
Investments Tracking
4.2/5
Investment Research
4.1/5
0.2
Value for money
Starting price
No pricing info
0.2
Functionality
Bank Reconciliation
5/5
Accounting
4.5/5
API
4/5
Top Features
Financial Analysis
4.3/5
Investments Tracking
4.2/5
Investment Research
4.1/5
1.0
Value for money
No pricing info
Starting price
No pricing info
0.1
Functionality
Bonds/Stocks
5/5
Alerts/Notifications
N/A
Audit Trail
N/A
Top Features
Financial Analysis
4.3/5
Investments Tracking
4.2/5
Investment Research
4.1/5
0.9
Value for money
No pricing info
Starting price
No pricing info
0.2
Functionality
Fund Management
5/5
Investments Tracking
4/5
Performance Metrics
4/5
Top Features
Financial Analysis
4.3/5
Investments Tracking
4.2/5
Investment Research
4.1/5
0.1
Value for money
No pricing info
Starting price
No pricing info
0.4
Functionality
Client Portal
4.2/5
Client Management
4/5
Activity Dashboard
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Top Features
Financial Analysis
4.3/5
Investments Tracking
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Investment Research
4.1/5
0.1
Value for money
No pricing info
Starting price
No pricing info
0.2
Functionality
Alerts/Notifications
5/5
Activity Dashboard
N/A
Alerts/Notifications
N/A
Top Features
Financial Analysis
4.3/5
Investments Tracking
4.2/5
Investment Research
4.1/5
0.8
Value for money
Starting price
No pricing info
0.6
Functionality
Activity Tracking
5/5
Compliance Tracking
5/5
Contract Drafting
4.8/5
Top Features
Financial Analysis
4.3/5
Investments Tracking
4.2/5
Investment Research
4.1/5