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Compare AlphaSense and Morningstar Direct Advisory Suite (formerly Advisor Workstation) 
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Optimized for quick response
At a Glance
Market Segments
Enterprise (48.7% of reviews)
Small-Business (61.1% of reviews)
Entry-Level Pricing
Seat-based
No pricing available
AlphaSense
Star Rating
(308)4.6 out of 5
Market Segments
Enterprise (48.7% of reviews)
Pros & Cons
Entry-Level Pricing
Seat-based
Browse all 2 pricing plansMorningstar Direct Advisory Suite (formerly Advisor Workstation)
Star Rating
(275)4.1 out of 5
Market Segments
Small-Business (61.1% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Morningstar Direct Advisory Suite (formerly Advisor Workstation)Summary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Morningstar Direct Advisory Suite excels in providing in-depth information for researching products and equities, with users appreciating the new customizable report sections and the ability to import holdings, which streamlines their investment processes.
- Users say AlphaSense stands out for its advanced semantic search capabilities, allowing users to find relevant insights quickly and efficiently. This feature is particularly praised for understanding intent rather than just keywords, making market research significantly easier.
- Reviewers mention that while Morningstar Direct Advisory Suite has a solid G2 Score reflecting overall satisfaction, it faces challenges in ease of use and setup, with some users noting that the interface could be more intuitive compared to AlphaSense's sleek design.
- According to verified reviews, AlphaSense shines in its quality of support, with users highlighting the responsiveness and helpfulness of the support team, which contrasts with Morningstar Direct Advisory Suite's lower ratings in this area.
- Users appreciate the mobility features of AlphaSense, which allow for effective market research on-the-go, while Morningstar Direct Advisory Suite has been noted for its limitations in this aspect, making it less convenient for users who need access from various devices.
- G2 reviewers indicate that both products have their strengths, but AlphaSense's AI-powered search and ability to surface key highlights from earnings calls and filings provide a more efficient research experience, making it a preferred choice for users focused on quick insights.
Pricing
Entry-Level Pricing
AlphaSense
SMB-MM
Seat-based
For small and medium sized teams, we offer seat-based pricing.
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
No pricing availableFree Trial
AlphaSense
Free Trial is available
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Free Trial is available
Ratings
Meets Requirements
8.9
216
8.1
230
Ease of Use
8.7
220
6.9
268
Ease of Setup
8.9
115
7.4
216
Ease of Admin
8.9
48
7.6
42
Quality of Support
9.3
209
7.2
199
Has the product been a good partner in doing business?
9.3
75
8.6
48
Product Direction (% positive)
9.3
204
7.0
230
Features by Category
File Management
8.7
10
Not enough data
9.2
10
Not enough data
9.7
10
Not enough data
9.2
10
Not enough data
7.8
9
Not enough data
Agentic AI - Cloud Content Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
8.7
9
Not enough data
9.0
8
Not enough data
Feature Not Available
Not enough data
7.8
9
Not enough data
Administration
9.0
8
Not enough data
8.5
9
Not enough data
Feature Not Available
Not enough data
9.4
8
Not enough data
Feature Not Available
Not enough data
9.5
10
Not enough data
Platform
9.3
18
Not enough data
9.0
10
Not enough data
9.3
10
Not enough data
8.7
9
Not enough data
Financial Information
Feature Not Available
7.8
131
9.3
137
Feature Not Available
Analysis
Feature Not Available
7.7
129
Feature Not Available
7.3
130
Feature Not Available
7.6
127
8.1
132
Feature Not Available
7.1
115
Feature Not Available
Market News
8.2
135
6.0
128
8.4
136
7.3
129
8.4
135
6.5
128
Platform Basics
7.5
110
5.5
127
7.5
103
6.0
127
Agentic AI - Financial Research
7.2
6
5.9
19
Functionality
Not enough data
7.5
171
Not enough data
7.6
168
Not enough data
Feature Not Available
Not enough data
5.9
164
Not enough data
6.4
165
Not enough data
6.7
163
Not enough data
7.4
141
Integration
Not enough data
6.9
164
Not enough data
5.7
162
Not enough data
6.7
162
Agentic AI - Investment Portfolio Management
Not enough data
6.1
34
Not enough data
5.6
33
Not enough data
5.6
33
Not enough data
5.5
34
Media Channels
Feature Not Available
Not enough data
7.2
37
Not enough data
8.4
39
Not enough data
Geographic Coverage
6.1
34
Not enough data
7.8
38
Not enough data
7.6
37
Not enough data
Reporting
9.2
43
Not enough data
9.2
43
Not enough data
8.9
38
Not enough data
8.8
38
Not enough data
Agentic AI - Media Monitoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
8.1
17
Not enough data
8.7
17
Not enough data
Compatibility
7.0
17
Not enough data
7.4
17
Not enough data
5.9
17
Not enough data
Agentic AI - Enterprise Search Software
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Search Queries
7.3
17
Not enough data
8.1
17
Not enough data
8.3
17
Not enough data
8.6
17
Not enough data
8.0
17
Not enough data
AI powered search - Enterprise Search Software
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
7.1
17
Not enough data
8.2
17
Not enough data
6.2
17
Not enough data
Compatibility - Enterprise Search Software
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - Enterprise Search Software
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Search Queries - Enterprise Search Software
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data collection
8.4
127
Not enough data
8.9
140
Not enough data
8.7
127
Not enough data
Feature Not Available
Not enough data
8.2
125
Not enough data
Segment Trending
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Analysis
8.4
124
Not enough data
8.5
128
Not enough data
7.2
108
Not enough data
Platform
9.1
147
Not enough data
8.1
116
Not enough data
7.2
113
Not enough data
8.4
137
Not enough data
7.4
117
Not enough data
7.9
112
Not enough data
Agentic AI - Market Intelligence
8.0
16
Not enough data
8.2
16
Not enough data
Categories
Categories
Shared Categories
AlphaSense and Morningstar Direct Advisory Suite (formerly Advisor Workstation) are categorized as Financial Research
Unique Categories
AlphaSense is categorized as Market Intelligence, Media Monitoring, Cloud Content Collaboration, and Enterprise Search Software
Morningstar Direct Advisory Suite (formerly Advisor Workstation) is categorized as Investment Portfolio Management
Reviews
Reviewers' Company Size
AlphaSense
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
18.3%
Pharmaceuticals
11.3%
Investment Management
9.3%
Biotechnology
5.7%
Consulting
3.7%
Other
51.7%
Financial Services
74.8%
Investment Management
14.8%
Banking
4.4%
Insurance
1.5%
Investment Banking
1.1%
Other
3.3%
Alternatives
Discussions
Complex search results and noisy alerts are eating into my research time and client prep
1 Comment
AB
<p><span style="color: rgb(0, 0, 0);">Setting up saved watchlists, dashboards, and alerts might help you track key companies or themes and jump back into...Read more
Has anyone else struggled with navigation and staying oriented in large research projects?
1 Comment
AB
<p><span style="color: rgb(0, 0, 0);">Try adjusting your Generative Search questions to be more specific about companies or keywords. If Gen Search provided...Read more
Do others feel the AI answers and search prompts fall short when you need very specific insight?
1 Comment
AB
<p><span style="color: rgb(0, 0, 0);">Have you looked into using AlphaSense's Generative Search with specific content filters? You can include content...Read more
Morningstar Direct Advisory Suite (formerly Advisor Workstation) has no discussions with answers
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