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Compare Morningstar Direct Advisory Suite (formerly Advisor Workstation) and SimCorp One 
Featured Products
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Optimized for quick response
At a Glance
Market Segments
Small-Business (60.7% of reviews)
Mid-Market (50.0% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Star Rating
(270)4.1 out of 5
Market Segments
Small-Business (60.7% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Morningstar Direct Advisory Suite (formerly Advisor Workstation)SimCorp One
Star Rating
(21)4.4 out of 5
Market Segments
Mid-Market (50.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about SimCorp OneSummary
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 SimCorp One. Users appreciate features like the customizable report sections and the ability to import holdings, which streamline their investment processes.
- According to verified reviews, Morningstar Direct Advisory Suite has a robust number of recent reviews, indicating a strong and active user base. In contrast, SimCorp One has not received any recent reviews, which may raise concerns about its current user engagement and support.
- Users say that Morningstar Direct Advisory Suite offers a more intuitive and sleek design, making it easier to navigate and access detailed information about individual securities. This contrasts with SimCorp One, where users find the interface easier to navigate compared to other systems, but it may not match the overall user experience of Morningstar.
- Reviewers mention that while SimCorp One shines in areas like investment accounting and real-time data, Morningstar Direct Advisory Suite provides valuable insights for users focused on equity investments, particularly with its in-depth research capabilities.
- Users highlight that Morningstar Direct Advisory Suite has a quicker implementation process, which is crucial for small businesses looking to get up and running efficiently. On the other hand, SimCorp One's setup process may not be as straightforward, as indicated by its lower ease of setup ratings.
- According to recent feedback, both products have their strengths in support quality, but Morningstar Direct Advisory Suite's overall partnership experience is rated higher by users, suggesting a more favorable relationship with its customer base compared to SimCorp One.
Pricing
Entry-Level Pricing
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
No pricing availableSimCorp One
No pricing availableFree Trial
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Free Trial is available
SimCorp One
No trial information availableRatings
Meets Requirements
8.1
227
9.2
11
Ease of Use
6.9
265
7.6
12
Ease of Setup
7.5
213
6.1
6
Ease of Admin
7.6
42
6.7
6
Quality of Support
7.2
196
7.4
12
Has the product been a good partner in doing business?
8.6
48
8.1
6
Product Direction (% positive)
7.1
227
7.9
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
7.2
128
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
7.4
168
8.5
8
7.6
168
7.8
9
Feature Not Available
8.6
7
5.9
164
9.1
11
6.4
165
8.9
9
6.7
163
7.8
9
7.4
140
Not enough data
Integration
6.9
163
8.0
9
5.7
162
8.5
11
6.7
162
7.8
9
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 SimCorp One are categorized as Investment Portfolio Management
Unique Categories
Morningstar Direct Advisory Suite (formerly Advisor Workstation) is categorized as Financial Research
SimCorp One 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.)
SimCorp One
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
74.5%
Investment Management
15.0%
Banking
4.5%
Insurance
1.5%
Investment Banking
1.1%
Other
3.4%
Financial Services
31.3%
Investment Banking
18.8%
Investment Management
12.5%
Information Technology and Services
12.5%
Banking
12.5%
Other
12.5%
Alternatives
Discussions
Morningstar Direct Advisory Suite (formerly Advisor Workstation) has no discussions with answers
SimCorp One has no discussions with answers
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