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# Altruist vs Morningstar Office Comparison - What are their main differences?

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AltruistMorningstar Office[+ Add Product](#)

Pricing

**Altruist**
No pricing available

**Morningstar Office**
No pricing available

**Pros & Cons**
from reviews

**Altruist**

Customer Support (3)

Ease of Use (3)

**Morningstar Office**

Software Instability (1)

Screenshots

**Altruist**
 ![Altruist screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/196705/altruist-account-opening.png)

**Morningstar Office**
No screenshot available

**Ratings**
from reviews

Meets Requirements

**Altruist**

**9.2** /10

Based on 10 responses

**Morningstar Office**

**8.8** /10

Based on 13 responses

Ease of Use

**Altruist**

**9.8** /10

Based on 10 responses

**Morningstar Office**

**8.3** /10

Based on 14 responses

Ease of Setup

**Altruist** Not enough data

**Morningstar Office**

**9.0** /10

Based on 8 responses

Ease of Admin

**Altruist** Not enough data

**Morningstar Office**

**9.0** /10

Based on 5 responses

Quality of Support

**Altruist**

**10.0** /10

Based on 10 responses

**Morningstar Office**

**8.5** /10

Based on 14 responses

Has the product been a good partner in doing business?

**Altruist** Not enough data

**Morningstar Office**

**9.0** /10

Based on 5 responses

Product Direction (% positive)

**Altruist**

**10.0** /10

Based on 8 responses

**Morningstar Office**

**5.0** /10

Based on 14 responses

**Features**
ratings from reviews

Investment Portfolio Management

**8.1** /10

Based on 6 responses

**8.3** /10

Based on 11 responses

Investment Accounting

**9.9** /10

Based on 5 responses

Not enough data

User Insights

**Reviewers' Company Size**

Small-Business(50 or fewer emp.)
100.0%

Mid-Market(51-1000 emp.)
0%

Enterprise(\> 1000 emp.)
0%

Small-Business(50 or fewer emp.)
100.0%

Mid-Market(51-1000 emp.)
0%

Enterprise(\> 1000 emp.)
0%

Small-Business(50 or fewer emp.)
83.3%

Mid-Market(51-1000 emp.)
0%

Enterprise(\> 1000 emp.)
16.7%

Small-Business(50 or fewer emp.)
83.3%

Mid-Market(51-1000 emp.)
0%

Enterprise(\> 1000 emp.)
16.7%

**Reviewers' Industry**

[![Altruist](https://images.g2crowd.com/uploads/product/hd_favicon/624f8dd18b2f78a456f94e0aa9037e56/altruist.svg "Altruist")](https://www.g2.com/products/altruist/reviews)
Altruist

Financial Services
81.3%

Investment Management
18.8%

Other
0.0%

[![Morningstar Office](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-office.svg "Morningstar Office")](https://www.g2.com/products/morningstar-office/reviews)
Morningstar Office

Financial Services
83.3%

Wholesale
5.6%

Investment Management
5.6%

Banking
5.6%

Other
0.0%

Alternatives

**Altruist Alternatives**

 ![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work")

[
Betterment at Work
](/products/betterment-at-work/reviews)

 ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct")

[
Morningstar Direct
](/products/morningstar-direct/reviews)

 ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)")

[
Morningstar Direct Advisory...
](/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)

 ![Koyfin](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2d734045120b900cbd749ae924da7481/koyfin.png "Koyfin")

[
Koyfin
](/products/koyfin/reviews)

**Morningstar Office Alternatives**

 ![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work")

[
Betterment at Work
](/products/betterment-at-work/reviews)

 ![Koyfin](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2d734045120b900cbd749ae924da7481/koyfin.png "Koyfin")

[
Koyfin
](/products/koyfin/reviews)

 ![Backstop Solutions Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_d813117dcecbeb3a4ddcebc597e9558f/backstop-solutions-suite.png "Backstop Solutions Suite")

[
Backstop Solutions Suite
](/products/backstop-solutions-suite/reviews)

 ![Orion Advisor Technology](https://images.g2crowd.com/uploads/product/hd_favicon/667112160a3bca025019efa557ad7d4b/orion-advisor-technology.svg "Orion Advisor Technology")

[
Orion Advisor Technology
](/products/orion-advisor-technology/reviews)

## Altruist vs Morningstar Office

- Reviewers felt that Altruist meets the needs of their business better than Morningstar Office.
- When comparing quality of ongoing product support, reviewers felt that Altruist is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Altruist over Morningstar Office.