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Compare Altruist and Morningstar Office 
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At a Glance
Market Segments
Small-Business (100.0% of reviews)
Small-Business (83.3% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Altruist
Star Rating
(16)5.0 out of 5
Market Segments
Small-Business (100.0% of reviews)
Entry-Level Pricing
No pricing available
Learn more about AltruistMorningstar Office
Star Rating
(19)3.9 out of 5
Market Segments
Small-Business (83.3% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Morningstar OfficeSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Morningstar Office excels in customizable reporting with a score of 9.2, allowing for tailored insights that meet specific client needs, while Altruist, although strong, does not match this level of customization.
- Reviewers mention that Altruist shines in ease of use, achieving a perfect score of 10.0, making it particularly appealing for small businesses looking for a straightforward interface, whereas Morningstar Office has a lower ease of use rating of 8.2.
- G2 users highlight that Morningstar Office has robust data aggregation capabilities with a score of 9.6, which is crucial for firms needing comprehensive data management, while Altruist's data aggregation features are not as highly rated.
- Users on G2 report that Altruist offers superior quality of support, with a perfect score of 10.0, indicating that users feel well-supported, whereas Morningstar Office's support quality is rated at 8.3, suggesting room for improvement.
- Reviewers mention that Morningstar Office has a strong focus on investment accounting with a score of 7.8, which is essential for firms that prioritize detailed financial tracking, while Altruist's investment accounting features are rated lower.
- Users say that Altruist's product direction is highly rated at 10.0, indicating a strong confidence in the future development of the platform, while Morningstar Office's product direction score of 5.5 suggests uncertainty among users regarding its future enhancements.
Pricing
Entry-Level Pricing
Altruist
No pricing availableMorningstar Office
No pricing availableFree Trial
Altruist
No trial information availableMorningstar Office
No trial information availableRatings
Meets Requirements
9.2
10
8.8
13
Ease of Use
9.8
10
8.3
14
Ease of Setup
Not enough data
9.0
8
Ease of Admin
Not enough data
9.0
5
Quality of Support
10.0
10
8.5
14
Has the product been a good partner in doing business?
Not enough data
9.0
5
Product Direction (% positive)
10.0
8
5.0
14
Features by Category
Market Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Trading Operations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Brokerage Trading Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
9.7
5
9.3
9
5.0
5
9.2
8
9.3
5
8.0
9
9.4
6
8.1
7
8.9
6
8.1
8
Feature Not Available
7.9
7
Not enough data
Not enough data
Integration
8.1
6
9.6
9
Feature Not Available
8.1
7
6.1
6
6.7
8
Agentic AI - Investment Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
10.0
5
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
Platform Content
Not enough data
Not enough data
Platform Data
9.7
5
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Performance
10.0
5
Not enough data
Categories
Categories
Shared Categories
Altruist and Morningstar Office are categorized as Investment Portfolio Management and Investment Accounting
Unique Categories
Altruist is categorized as Brokerage Trading Platforms
Morningstar Office has no unique categories
Reviews
Reviewers' Company Size
Altruist
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Morningstar Office
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
81.3%
Investment Management
18.8%
‐
‐
‐
Other
0.0%
Financial Services
83.3%
Wholesale
5.6%
Investment Management
5.6%
Banking
5.6%
‐
Other
0.0%
Alternatives
Discussions
Altruist has no discussions with answers
Morningstar Office has no discussions with answers
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