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Compare Morningstar Direct and YCharts 
At a Glance
Market Segments
Enterprise (38.2% of reviews)
Small-Business (81.5% of reviews)
Entry-Level Pricing
No pricing available
Custom Pricing Team-Wide
Morningstar 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 DirectYCharts
Star Rating
(94)4.7 out of 5
Market Segments
Small-Business (81.5% of reviews)
Pros & Cons
Entry-Level Pricing
Custom Pricing Team-Wide
Browse all 2 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that YCharts excels in ease of use, with users appreciating its clean interface and intuitive dashboards that consolidate relevant information without the need for multiple programs. This user-friendly design allows for a smoother workflow, making it easier to access and analyze data.
- Users say that Morningstar Direct is a leader in customizable reporting and deeper analytics, particularly for financial advisors. Reviewers highlight its exceptional reporting functions and the platform's ability to provide in-depth analysis, which significantly enhances their professional capabilities.
- According to verified reviews, YCharts stands out for its portfolio optimization feature and one-page tear sheets, which simplify the review process for clients. Users find that these features allow for a better drill-down view of portfolio holdings, making complex information more accessible.
- Reviewers mention that while YCharts has a higher overall satisfaction score, Morningstar Direct offers a wealth of tools and resources for fund research, especially in manager research for mutual funds and ETFs. This breadth of resources is a significant advantage for users focused on comprehensive investment analysis.
- Users highlight that YCharts provides superior quality of support, with many praising the responsiveness and helpfulness of the support team. This level of service contributes to a more positive user experience, especially for those who may need assistance during implementation.
- G2 reviewers note that while Morningstar Direct has a strong market presence, YCharts is particularly favored by small businesses, which appreciate its tailored features and pricing structure. This focus on smaller enterprises allows YCharts to cater effectively to the unique needs of its users.
Pricing
Entry-Level Pricing
Morningstar Direct
No pricing availableYCharts
YCharts Enterprise
Custom Pricing
Team-Wide
Professional features PLUS Collaboration & Content Sharing Across Users, Tailored Onboarding & Training Program, Firm-wide Excel Model Conversion & Automation, Consolidated Billing & Account Admin
Free Trial
Morningstar Direct
Free Trial is available
YCharts
Free Trial is available
Ratings
Meets Requirements
8.0
298
8.9
71
Ease of Use
6.7
337
9.2
70
Ease of Setup
7.6
242
9.6
30
Ease of Admin
7.1
59
9.4
9
Quality of Support
7.5
298
9.6
67
Has the product been a good partner in doing business?
7.7
57
9.8
10
Product Direction (% positive)
6.9
305
8.4
71
Features by Category
Financial Information
7.4
183
9.3
56
5.7
181
Feature Not Available
Analysis
7.4
182
9.2
55
7.5
182
9.5
57
7.1
180
8.9
51
5.2
174
7.8
36
6.0
174
8.4
37
Market News
6.2
178
8.6
50
6.7
181
9.2
56
5.6
178
8.3
51
Platform Basics
4.7
173
7.4
40
5.6
175
8.3
35
Agentic AI - Financial Research
4.3
35
7.7
10
Functionality
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
Not enough data
Integration
7.7
223
Not enough data
5.5
218
Not enough data
6.7
220
Not enough data
Agentic AI - Investment Portfolio Management
5.1
59
Not enough data
5.1
59
Not enough data
4.9
59
Not enough data
4.8
59
Not enough data
Categories
Categories
Shared Categories
Morningstar Direct and YCharts are categorized as Financial Research
Unique Categories
Morningstar Direct is categorized as Investment Portfolio Management
YCharts has no unique categories
Reviews
Reviewers' Company Size
Morningstar Direct
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
YCharts
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
63.0%
Investment Management
25.9%
Automotive
2.5%
Oil & Energy
1.2%
Investment Banking
1.2%
Other
6.2%
Alternatives
Discussions
Morningstar Direct has no discussions with answers
What is a Ychart?
1 Comment
Official Response from YCharts
YCharts is an investment research and client communications platform. It provides tools and resources for analyzing and visualizing financial data, including...Read more
Who owns YCharts?
1 Comment
Official Response from YCharts
YCharts was acquired by private equity firm, LLR Partners in 2020. The Chicago fintech firm was previously backed by Morningstar.Read more
What is YCharts used for?
1 Comment
Official Response from YCharts
Check out five impactful ways to use YCharts: https://go.ycharts.com/hubfs/5_Impactful_Ways_Advisors_Use_YCharts.pdf
Read more
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