Morningstar Direct

Streamline your investments with Morningstar Direct.

4.1

(20)

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Morningstar Direct offers custom pricing plan

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Overview

Pricing

Alternatives

Ratings

Media

Support

FAQs

What is Morningstar Direct?

Affiliate Disclosure

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 software. It enables users to access core model-based services directly from the modeling engine, including rebalancing, tax loss harvesting, capital gains tracking, ETF screening, multiple accounting scenarios, and custom asset allocation.

Pricing

Morningstar Direct offers custom pricing plan

Customer Type

Large Enterprises
Medium Business
Small Business

Platform Type

SaaS/Web/Cloud
Installed - Windows

Morningstar Direct software demo

View demo

Morningstar Direct Pricing

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Free Trial

Not available

Morningstar Direct Pricing

Morningstar Direct offers custom pricing plan

Pricing Model

Paid Plans (Quotation Based )

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Free Morningstar Direct Alternatives

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Portfoliopilot

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Morningstar Direct Reviews & Ratings

4.1

Very Good

Based on 20 ratings & 12 reviews

Rating Distribution

Excellent

(4)

Very Good

(7)

Good

(1)

Poor

(0)

Terible

(0)

User Review

Anonymous User

09/29/22

3.5 out of 5

"Good for viewing data in mass, UX not so friendly"

What do you like best about Morningstar Direct? Easy to pull data in mass together vs other platforms. Lot of detail offered, data can be used as a ...

Anonymous User

08/16/22

4 out of 5

"Great data and research"

What do you like best about Morningstar Direct? There's an incredible amount of data on the platform, you will get everything you need on direct. The ...

Caroline K

11/11/20

4 out of 5

"30 year user of Morningstar!"

What do you like best about Morningstar Direct? Very familiar with products over 30 years. Ease of navigation and helpful tools and ideas What do you ...

Anonymous User

10/16/20

4.5 out of 5

"Morningstar Direct Review"

What do you like best about Morningstar Direct? Excellent research and analyst reporting capability, lot of functionality for various disciplines ...

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Morningstar Direct Support

Contact

+1 312 696-6000

Customer Service

Online

Location

Chicago, Illinois

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

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

No, Morningstar Direct doesn't provide API.

No, Morningstar Direct doesn't provide mobile app.

Morningstar Direct is located in Chicago, Illinois

Morningstar Direct offers Quotation Based pricing model

We don't have information regarding integrations of the Morningstar Direct as of now.

The starting price is not disclosed by Morningstar Direct. You can visit Morningstar Direct pricing page to get the latest pricing.

Researched by Rajat Gupta