Introducing G2.ai, the future of software buying.Try now
Compare Asset-Map and Morningstar Direct 
At a Glance
Market Segments
Small-Business (85.2% of reviews)
Enterprise (38.2% of reviews)
Entry-Level Pricing
$142.00 1 Seats Per Month
No pricing available
Asset-Map
Star Rating
(122)4.8 out of 5
Market Segments
Small-Business (85.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$142.00 1 Seats Per Month
Browse all 3 pricing plansMorningstar Direct
Star Rating
(348)4.1 out of 5
Market Segments
Enterprise (38.2% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about Morningstar DirectAsset-Map vs Morningstar Direct
When assessing the two solutions, reviewers found Asset-Map easier to use, set up, and administer. Reviewers also preferred doing business with Asset-Map overall.
- Reviewers felt that Asset-Map meets the needs of their business better than Morningstar Direct.
- When comparing quality of ongoing product support, reviewers felt that Asset-Map is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Asset-Map over Morningstar Direct.
Pricing
Entry-Level Pricing
Asset-Map
Asset-Map Professional
$142.00
1 Seats Per Month
Our core solution, designed to take your financial planning conversations to the next level.
- Target-Map Planning Engine
- Target-Map Cashflow Details
- Discovery Interview for Prospecting and Fact-finding
Morningstar Direct
No pricing availableFree Trial
Asset-Map
Free Trial is available
Morningstar Direct
Free Trial is available
Ratings
Meets Requirements
9.2
88
8.0
298
Ease of Use
9.3
91
6.7
337
Ease of Setup
9.4
34
7.6
242
Ease of Admin
9.1
15
7.1
59
Quality of Support
9.8
84
7.5
298
Has the product been a good partner in doing business?
9.8
15
7.7
57
Product Direction (% positive)
9.9
80
6.9
305
Features by Category
Financial Information
Not enough data
7.4
183
Not enough data
5.7
181
Analysis
Not enough data
7.4
182
Not enough data
7.5
182
Not enough data
7.1
180
Not enough data
5.2
174
Not enough data
6.0
174
Market News
Not enough data
6.2
178
Not enough data
6.7
181
Not enough data
5.6
178
Platform Basics
Not enough data
4.7
173
Not enough data
5.6
175
Agentic AI - Financial Research
Not enough data
4.3
35
Functionality
Not enough data
8.1
227
Not enough data
7.4
224
Not enough data
5.8
218
Not enough data
Feature Not Available
Not enough data
6.4
221
Not enough data
6.0
219
Not enough data
8.2
117
Integration
Not enough data
7.7
223
Not enough data
5.5
218
Not enough data
6.7
220
Agentic AI - Investment Portfolio Management
Not enough data
5.1
59
Not enough data
5.1
59
Not enough data
4.9
59
Not enough data
4.8
59
Platform Additional Functionality
9.1
61
Not enough data
8.8
53
Not enough data
Platform Content
8.6
56
Not enough data
8.9
59
Not enough data
Platform Data
9.6
61
Not enough data
Platform Interoperability
8.3
49
Not enough data
Platform Performance
8.7
59
Not enough data
Agentic AI - Financial Analytics
Not enough data
Not enough data
Categories
Categories
Shared Categories
Asset-Map and Morningstar Direct share no categories
Unique Categories
Asset-Map is categorized as Financial Analytics
Morningstar Direct is categorized as Investment Portfolio Management and Financial Research
Reviews
Reviewers' Company Size
Asset-Map
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
90.2%
Investment Management
6.6%
Insurance
3.3%
‐
‐
Other
0.0%
Financial Services
53.1%
Investment Management
28.6%
Banking
4.4%
Insurance
3.2%
Research
1.7%
Other
9.0%
Alternatives
Discussions
What are the benefits of asset mapping?
2 Comments
NG
My experience here was a very terrible one. After I had made my second deposit I was blocked out. Nothing I did worked. I was so frustrated and giving up on...Read more
How much does asset map cost?
1 Comment
Official Response from Asset-Map
https://www.asset-map.com/pricingRead more
Morningstar Direct has no discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
