App comparison
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Morningstar Direct
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Turn insights to investments with Morningstar Direct.
Last updated: February 2026
Morningstar Direct Alternatives & Competitors (2026)
Top 7 free alternatives
Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting
1.4
Value for money
Starting price
No pricing info
0.6
Functionality
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Financial Services Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The world's #1 CRM, reimagined for financial services.
0.6
Value for money
Starting price
No pricing info
0.1
Functionality
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Backstop
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based investment management platform
0.1
Value for money
Starting price
No pricing info
0.1
Functionality
For Hedge Funds
5/5
Access Controls/Permissions
5/5
Multi-Currency
5/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Macabacus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The fastest way to get more done in Microsoft 365
0.7
Value for money
Starting price
No pricing info
0.4
Functionality
Template Management
5/5
Financial Management
5/5
Formula Management
4.7/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based property management software
0.1
Value for money
Starting price
No pricing info
0.2
Functionality
Transaction Management
5/5
Preventive Maintenance
5/5
Drag & Drop
5/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Integrated wealth management and financial control system
1.1
Value for money
No pricing info
Starting price
No pricing info
0.7
Functionality
Dashboard
N/A
Order Management
N/A
Compliance Management
N/A
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Not your standard investment management.
0.5
Value for money
Starting price
No pricing info
0.1
Functionality
Transaction History
5/5
Multi-Currency
5/5
Compliance Tracking
5/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate CRM and transaction management solution
0.5
Value for money
No pricing info
Starting price
No pricing info
0.3
Functionality
Data Import/Export
4.6/5
Performance Metrics
4/5
Investments Tracking
4/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Crypto portfolio management platform
0.4
Value for money
Starting price
No pricing info
Functionality
Portfolio Management
5/5
Performance Metrics
5/5
Dashboard
4.9/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship and deal management platform
0.8
Value for money
No pricing info
Starting price
No pricing info
0.3
Functionality
CRM
5/5
Search/Filter
5/5
Client Management
5/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate investment management solution
0.9
Value for money
Starting price
No pricing info
0.2
Functionality
Lead Management
5/5
Fee Management
5/5
Customer Database
5/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Wealth management and optimization platform
0.4
Value for money
Starting price
No pricing info
0.3
Functionality
Risk Analysis
N/A
Risk Reporting
N/A
Portfolio Rebalancing
N/A
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management tool to digitize cap tables & equity plans
1.0
Value for money
Starting price
No pricing info
0.1
Functionality
Valuation Management
5/5
Private Equity
5/5
Investor Reporting
5/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management for private & public companies
0.7
Value for money
No pricing info
Starting price
No pricing info
0.1
Functionality
Client Portal
4.5/5
Vesting Management
4.3/5
Reporting & Statistics
4/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management solution for public & private firms
0.3
Value for money
No pricing info
Starting price
No pricing info
0.2
Functionality
Real-Time Data
5/5
Investor Reporting
5/5
Audit Trail
5/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Commercial property valuation and asset management software
0.2
Value for money
No pricing info
Starting price
No pricing info
0.6
Functionality
Strategic Planning
5/5
Reporting & Statistics
5/5
Portfolio Management
5/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based social security strategy management tool
0.9
Value for money
Starting price
No pricing info
0.2
Functionality
Modeling & Simulation
4.8/5
Forecasting
N/A
Cash Management
N/A
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The WOWS Investment Portal. One Portal. Everything You Need.
0.7
Value for money
Starting price
No pricing info
0.3
Functionality
Data Import/Export
4.9/5
Risk Management
4.8/5
Client Management
4.8/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The Family Office OS
1.1
Value for money
Starting price
No pricing info
0.7
Functionality
Website Management
5/5
Website Hosting
5/5
SSL Security
5/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management software
0.5
Value for money
Starting price
No pricing info
0.1
Functionality
API
5/5
Fund Management
4.8/5
Performance Metrics
4.5/5
Top Features
Financial Analysis
4.4/5
Performance Metrics
4.4/5
Reporting/Analytics
4.3/5
