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Compare Morningstar Direct vs Morningstar Office

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Overview

Description

Morningstar Direct is a new software platform for investment portfolio management built upon the award-winning Morningstar Portfolio Manager software. Morningstar Direct brings the ... Read More

Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and ... Read More

Free Trial Availability
  • No free trial
  • No free trial
User Ratings

4.1

(20)
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Software Demo

Demo

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Morningstar Office has not given any software demo yet

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Other Details

Organization Types supported
  • Freelancers
  • Individuals
  • Medium Business
  • Small Business
  • Large Enterprises
  • Freelancers
  • Individuals
  • Medium Business
  • Small Business
  • Large Enterprises
Platforms Supported
  • Mobile - Android
  • Mobile - iOS
  • Browser Based (Cloud)
  • Installed - Windows
  • Browser Based (Cloud)
  • Mobile - Android
  • Mobile - iOS
  • Browser Based (Cloud)
  • Installed - Windows
  • Browser Based (Cloud)
Modes of support
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
API Support
  • Not Available
  • Not Available
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User Reviews

User Ratings
Rating Distribution

Excellent

4

Very Good

7

Good

1

Poor

0

Terible

0

Excellent

6

Very Good

7

Good

0

Poor

1

Terible

0

Positive Reviews

No reviews available for the product

No reviews available for the product

Media and Screenshots

Videos
video-0

1 Videos

No videos available.

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Frequently Asked Questions (FAQs)

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Neither Morningstar Direct nor Morningstar Office offers a free trial.

Morningstar Direct is designed for Large Enterprises, Medium Business and Small Business.

Morningstar Office is designed for Large Enterprises, Medium Business and Small Business.

Pricing details for both Morningstar Direct and Morningstar Office are unavailable at this time. Contact the respective providers for more information.

Some top alternatives to Morningstar Direct includes Morningstar Office, MProfit, Addepar, PMplus, PROFITstar Budget, Portfoliopilot and Stratosphere.io.

Some top alternatives to Morningstar Office includes Planisware Enterprise, MProfit, Personal Capital, Shootih, BigAgile, Portfoliopilot, Orion Advisor Trading, Assetmax and JCurve.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].