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Compare AlphaSense and Morningstar Direct 
Featured Products
At a Glance
Market Segments
Enterprise (48.5% of reviews)
Enterprise (36.8% of reviews)
Entry-Level Pricing
Seat-based
No pricing available
AlphaSense
Star Rating
(307)4.6 out of 5
Market Segments
Enterprise (48.5% of reviews)
Pros & Cons
Entry-Level Pricing
Seat-based
Browse all 2 pricing plansMorningstar Direct
Star Rating
(406)4.0 out of 5
Market Segments
Enterprise (36.8% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about Morningstar DirectSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that AlphaSense excels in its search capabilities, with users praising its semantic search feature that understands intent rather than just keywords. This functionality significantly reduces the time spent on manual searches, making it a favorite for those needing quick access to high-quality content like earnings call transcripts.
- Users say that Morningstar Direct stands out for its customizable reporting and in-depth analytics, particularly beneficial for financial advisors. Reviewers highlight the platform's exceptional reporting functions, which they find unparalleled compared to other tools, enhancing their ability to conduct thorough fund research.
- According to verified reviews, AlphaSense offers a notably smooth implementation process, with many users appreciating the intuitive onboarding experience. This ease of setup allows teams to quickly start leveraging the platform's features without extensive training.
- Reviewers mention that while Morningstar Direct provides a wealth of tools for fund research, some users find it less user-friendly, particularly in terms of ease of use. The platform's complexity can be a barrier for those who prefer a more straightforward interface.
- G2 reviewers highlight AlphaSense's quality of support, noting that users feel well-supported by the team, which contributes to a positive overall experience. This high level of customer service is a significant advantage for organizations that require ongoing assistance.
- Users report that while both platforms have their strengths, AlphaSense's focus on document search and annotation features is particularly well-received. Users appreciate the ability to quickly surface relevant insights and annotate documents, which enhances collaboration and efficiency in research tasks.
Pricing
Entry-Level Pricing
AlphaSense
SMB-MM
Seat-based
For small and medium sized teams, we offer seat-based pricing.
Morningstar Direct
No pricing availableFree Trial
AlphaSense
Free Trial is available
Morningstar Direct
Free Trial is available
Ratings
Meets Requirements
8.9
215
8.0
327
Ease of Use
8.7
219
6.5
366
Ease of Setup
8.9
114
7.5
273
Ease of Admin
8.9
47
7.1
64
Quality of Support
9.3
208
7.4
327
Has the product been a good partner in doing business?
9.3
74
7.7
62
Product Direction (% positive)
9.3
203
6.6
329
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
7.5
186
9.3
137
5.7
180
Analysis
Feature Not Available
7.4
184
Feature Not Available
7.5
184
Feature Not Available
7.1
182
8.1
132
5.3
173
7.1
115
6.0
173
Market News
8.2
135
6.2
178
8.4
136
6.7
182
8.4
135
5.6
178
Platform Basics
7.5
110
4.7
172
7.5
103
5.7
176
Agentic AI - Financial Research
7.2
6
4.3
35
Functionality
Not enough data
8.1
241
Not enough data
7.5
235
Not enough data
5.8
219
Not enough data
Feature Not Available
Not enough data
6.4
223
Not enough data
6.0
219
Not enough data
8.1
127
Integration
Not enough data
7.7
234
Not enough data
5.5
218
Not enough data
6.7
222
Agentic AI - Investment Portfolio Management
Not enough data
5.1
59
Not enough data
5.2
60
Not enough data
4.9
59
Not enough data
4.9
60
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
139
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
127
Not enough data
7.3
107
Not enough data
Platform
9.2
146
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 are categorized as Financial Research
Unique Categories
AlphaSense is categorized as Market Intelligence, Media Monitoring, Cloud Content Collaboration, and Enterprise Search Software
Morningstar Direct 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
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
18.4%
Pharmaceuticals
11.4%
Investment Management
9.4%
Biotechnology
5.7%
Consulting
3.7%
Other
51.5%
Financial Services
53.8%
Investment Management
28.2%
Banking
4.3%
Insurance
3.0%
Research
1.9%
Other
8.9%
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 has no discussions with answers
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