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3 Best Ziggma Alternatives for Windows in 2025

Morningstar Direct - Investment Portfolio Management Software

Morningstar Direct

Streamline your investments with Morningstar Direct.

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4.1

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Product 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 simplicity, features, and flexibility of direct investment management services to investors using portfolio ...

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Pricing

Morningstar Direct offers custom pricing plan

Morningstar Office - Investment Portfolio Management Software

Morningstar Office

Master your portfolio with ease.

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4.0

(14)

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Product Description

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 public investment fund managers. Morningstar Office is an advanced Power Portfolio Management System (PMS) ...

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Pricing

Morningstar Office offers custom pricing plan

MProfit - Investment Portfolio Management Software

MProfit

Effortless portfolio management at your fingertips.

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4.2

(3)

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Product Description

MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, flexible sourcing of data, powerful import capabilities, and much more, MProfit can help to visualize investments to make better investment ...

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Pricing

MProfit offers custom pricing plan

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Researched by Rajat Gupta