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Compare Morningstar Direct Advisory Suite (formerly Advisor Workstation) and fi360 Toolkit 
At a Glance
Market Segments
Small-Business (61.1% of reviews)
Small-Business (72.7% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Star Rating
(275)4.1 out of 5
Market Segments
Small-Business (61.1% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Morningstar Direct Advisory Suite (formerly Advisor Workstation)fi360 Toolkit
Star Rating
(11)4.0 out of 5
Market Segments
Small-Business (72.7% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about fi360 ToolkitSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Morningstar Direct Advisory Suite excels in overall user satisfaction, boasting a significantly higher G2 Score compared to fi360 Toolkit. This indicates a broader acceptance and positive experience among users, particularly in the realm of investment research and analytics.
- Users say that the implementation process for Morningstar Direct Advisory Suite is more streamlined, with recent updates enhancing its usability. Features like customizable report sections and the ability to import holdings have been highlighted as time-saving improvements, making it a more efficient choice for busy advisors.
- Reviewers mention that fi360 Toolkit stands out for its strong analytics capabilities, with users appreciating its ability to calculate various metrics and support fiduciary practices. This focus on regulatory compliance and customization makes it a valuable tool for those needing tailored investment solutions.
- According to verified reviews, while Morningstar Direct Advisory Suite offers a wealth of information for researching individual securities, some users find its interface less intuitive compared to fi360 Toolkit. The latter is praised for its clear analysis and ease of use, particularly for small businesses.
- Users highlight that fi360 Toolkit provides excellent support, with many reviewers noting the quality of assistance received. This contrasts with Morningstar Direct Advisory Suite, where users have expressed a desire for improved support responsiveness, despite its overall solid performance.
- Reviewers note that while both products offer valuable features, Morningstar Direct Advisory Suite has a broader market presence and more recent user engagement, as evidenced by the higher number of recent reviews. This suggests a more active user community and ongoing product development, which can be crucial for long-term satisfaction.
Pricing
Entry-Level Pricing
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
No pricing availablefi360 Toolkit
No pricing availableFree Trial
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Free Trial is available
fi360 Toolkit
No trial information availableRatings
Meets Requirements
8.1
230
8.2
10
Ease of Use
6.9
268
8.2
11
Ease of Setup
7.4
216
8.3
5
Ease of Admin
7.6
42
6.7
5
Quality of Support
7.2
199
8.7
10
Has the product been a good partner in doing business?
8.6
48
7.3
5
Product Direction (% positive)
7.0
230
5.8
11
Features by Category
Financial Information
7.8
131
Not enough data
Feature Not Available
Not enough data
Analysis
7.7
129
Not enough data
7.3
130
Not enough data
7.6
127
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Market News
6.0
128
Not enough data
7.3
129
Not enough data
6.5
128
Not enough data
Platform Basics
5.5
127
Not enough data
6.0
127
Not enough data
Agentic AI - Financial Research
5.9
19
Not enough data
Functionality
7.5
171
7.3
5
7.6
168
8.0
5
Feature Not Available
6.7
5
5.9
164
7.0
5
6.4
165
8.0
5
6.7
163
8.0
5
7.4
141
Not enough data
Integration
6.9
164
8.0
5
5.7
162
7.7
5
6.7
162
8.3
5
Agentic AI - Investment Portfolio Management
6.1
34
Not enough data
5.6
33
Not enough data
5.6
33
Not enough data
5.5
34
Not enough data
Categories
Categories
Shared Categories
Morningstar Direct Advisory Suite (formerly Advisor Workstation) and fi360 Toolkit are categorized as Investment Portfolio Management
Unique Categories
Morningstar Direct Advisory Suite (formerly Advisor Workstation) is categorized as Financial Research
fi360 Toolkit has no unique categories
Reviews
Reviewers' Company Size
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
fi360 Toolkit
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
74.8%
Investment Management
14.8%
Banking
4.4%
Insurance
1.5%
Investment Banking
1.1%
Other
3.3%
Financial Services
45.5%
Consulting
18.2%
Insurance
9.1%
Information Technology and Services
9.1%
Biotechnology
9.1%
Other
9.1%
Alternatives
Discussions
Morningstar Direct Advisory Suite (formerly Advisor Workstation) has no discussions with answers
fi360 Toolkit has no discussions with answers
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