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Compare Morningstar Direct and Morningstar Direct Advisory Suite (formerly Advisor Workstation) 
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Morningstar Direct Advisory Suite (formerly Advisor Workstation)
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At a Glance
Market Segments
Enterprise (38.2% of reviews)
Small-Business (60.7% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Morningstar Direct
Star Rating
(348)4.1 out of 5
Market Segments
Enterprise (38.2% of reviews)
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about Morningstar DirectMorningstar Direct Advisory Suite (formerly Advisor Workstation)
Star Rating
(270)4.1 out of 5
Market Segments
Small-Business (60.7% of reviews)
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.
- Reviews say that both Morningstar Direct Advisory Suite and Morningstar Direct have a solid star rating of 4.1, indicating that users find both products generally satisfactory, but the specific features that contribute to this rating differ significantly.
- Users report that Morningstar Direct Advisory Suite is particularly favored by small businesses, with 60.6% of reviews coming from this segment, while Morningstar Direct is more popular among enterprise users, capturing 37.8% of reviews, suggesting that the former may be better suited for smaller firms looking for tailored solutions.
- Reviewers mention that the ease of use is slightly better in Morningstar Direct Advisory Suite (6.9) compared to Morningstar Direct (6.7), with users appreciating its intuitive interface for financial analysis and reporting, which is crucial for daily operations.
- Users on G2 highlight that Morningstar Direct excels in customizable reporting (8.1) compared to Morningstar Direct Advisory Suite (7.4), making it a better choice for firms that require tailored reports to meet specific client needs.
- G2 users note that the quality of support is rated higher for Morningstar Direct (7.5) than for Morningstar Direct Advisory Suite (7.2), indicating that users may find more responsive and helpful customer service with Morningstar Direct, which can be critical for resolving issues quickly.
- Users report that while both products offer good market analytics, Morningstar Direct Advisory Suite (7.6) slightly outperforms Morningstar Direct (7.4), with reviewers mentioning its robust tools for risk analysis and data visualization that help in making informed investment decisions.
Pricing
Entry-Level Pricing
Morningstar Direct
No pricing availableMorningstar Direct Advisory Suite (formerly Advisor Workstation)
No pricing availableFree Trial
Morningstar Direct
Free Trial is available
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Free Trial is available
Ratings
Meets Requirements
8.0
298
8.1
227
Ease of Use
6.7
337
6.9
265
Ease of Setup
7.6
242
7.5
213
Ease of Admin
7.1
59
7.6
42
Quality of Support
7.5
298
7.2
196
Has the product been a good partner in doing business?
7.7
57
8.6
48
Product Direction (% positive)
6.9
305
7.1
227
Features by Category
Financial Information
7.4
183
7.8
131
5.7
181
Feature Not Available
Analysis
7.4
182
7.7
129
7.5
182
7.3
130
7.1
180
7.6
127
5.2
174
Feature Not Available
6.0
174
Feature Not Available
Market News
6.2
178
6.0
128
6.7
181
7.2
128
5.6
178
6.5
128
Platform Basics
4.7
173
5.5
127
5.6
175
6.0
127
Agentic AI - Financial Research
4.3
35
5.9
19
Functionality
8.1
227
7.4
168
7.4
224
7.6
168
5.8
218
Feature Not Available
Feature Not Available
5.9
164
6.4
221
6.4
165
6.0
219
6.7
163
8.2
117
7.4
140
Integration
7.7
223
6.9
163
5.5
218
5.7
162
6.7
220
6.7
162
Agentic AI - Investment Portfolio Management
5.1
59
6.1
34
5.1
59
5.6
33
4.9
59
5.6
33
4.8
59
5.5
34
Categories
Categories
Shared Categories
Morningstar Direct and Morningstar Direct Advisory Suite (formerly Advisor Workstation) are categorized as Investment Portfolio Management and Financial Research
Unique Categories
Morningstar Direct has no unique categories
Morningstar Direct Advisory Suite (formerly Advisor Workstation) has no unique categories
Reviews
Reviewers' Company Size
Morningstar Direct
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
53.1%
Investment Management
28.6%
Banking
4.4%
Insurance
3.2%
Research
1.7%
Other
9.0%
Financial Services
74.5%
Investment Management
15.0%
Banking
4.5%
Insurance
1.5%
Investment Banking
1.1%
Other
3.4%
Alternatives
Discussions
Morningstar Direct has no discussions with answers
Morningstar Direct Advisory Suite (formerly Advisor Workstation) has no discussions with answers
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