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- Morningstar Advisor Workstation
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- Morningstar Advisor Workstation-vs-Simply Wall St
Compare Morningstar Advisor Workstation and Simply Wall St 
At a Glance
Market Segments
Small-Business (59.7% of reviews)
Small-Business (72.7% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Morningstar Advisor Workstation
Star Rating
(211)4.2 out of 5
Market Segments
Small-Business (59.7% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Morningstar Advisor WorkstationSimply Wall St
Star Rating
(12)4.5 out of 5
Market Segments
Small-Business (72.7% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Simply Wall StSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Reviewers mention that Morningstar Advisor Workstation excels in its Investment Accounting capabilities, scoring 6.0, but Simply Wall St outshines it with a score of 8.3, indicating a more robust feature set for managing investment records.
- Users report that the Client Portal in Morningstar Advisor Workstation is lacking, with a low score of 5.4, while Simply Wall St offers a more user-friendly portal, scoring 7.8, which enhances client engagement and communication.
- G2 users highlight that Simply Wall St provides superior Market Analytics, achieving a score of 8.8 compared to Morningstar's 7.9, suggesting that Simply Wall St offers more comprehensive tools for market analysis.
- Users on G2 mention that the Real-time Data feature in Simply Wall St is rated highly at 8.3, while Morningstar Advisor Workstation's score of 6.5 indicates it may not provide the same level of immediacy in data updates.
- Reviewers say that the Quality of Support is better with Simply Wall St, which has a score of 8.1, compared to Morningstar's 7.4, suggesting that users may find more responsive and helpful customer service with Simply Wall St.
- Users report that the Customizable Reporting feature is more effective in Simply Wall St, scoring 8.1, while Morningstar Advisor Workstation's score of 7.5 indicates it may not offer the same level of flexibility in reporting options.
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Pricing
Entry-Level Pricing
Morningstar Advisor Workstation
No pricing availableSimply Wall St
No pricing availableFree Trial
Morningstar Advisor Workstation
Free Trial is available
Simply Wall St
No trial information availableRatings
Meets Requirements
8.2
175
8.6
7
Ease of Use
7.0
204
8.6
7
Ease of Setup
7.5
156
Not enough data
Ease of Admin
7.7
35
Not enough data
Quality of Support
7.2
151
8.1
6
Has the product been a good partner in doing business?
8.7
41
Not enough data
Product Direction (% positive)
7.1
174
10.0
7
Features by Category
Financial Information
7.9
103
Not enough data
6.9
103
Not enough data
Analysis
7.6
101
Not enough data
7.5
102
Not enough data
7.6
99
Not enough data
5.9
99
Not enough data
6.1
98
Not enough data
Market News
6.1
100
Not enough data
7.4
100
Not enough data
6.7
100
Not enough data
Platform Basics
5.6
100
Not enough data
6.1
100
Not enough data
Functionality
7.6
121
8.1
6
7.9
121
8.8
7
Feature Not Available
7.8
6
5.9
117
8.3
7
6.4
118
8.3
7
6.7
116
7.8
6
7.7
93
Not enough data
Integration
6.9
116
7.3
5
5.7
115
7.7
5
6.9
116
7.7
5
Categories
Categories
Shared Categories
Morningstar Advisor Workstation and Simply Wall St are categorized as Investment Portfolio Management
Unique Categories
Morningstar Advisor Workstation is categorized as Financial Research
Simply Wall St has no unique categories
Reviews
Reviewers' Company Size
Morningstar Advisor Workstation
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Simply Wall St
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
74.3%
Investment Management
14.1%
Banking
4.4%
Insurance
1.9%
Investment Banking
1.5%
Other
3.9%
Accounting
27.3%
Financial Services
18.2%
Retail
9.1%
Marketing and Advertising
9.1%
Investment Management
9.1%
Other
27.3%
Most Helpful Reviews
Morningstar Advisor Workstation
Most Helpful Favorable Review
Verified User in Financial Services
Its super easy to use and the support team has been incredible making sure I know what options are available and how to use each one.
Most Helpful Critical Review
Verified User in Financial Services
I dislike the different universe categories. It would be much easier to just search a ticker and have the fund appear than to have to continuously change tabs between mutual funds, etfs, bonds, etc. It makes it quite difficult for new team members to learn...
Simply Wall St
Most Helpful Favorable Review
Priyanka M.
Verified User in Information Technology and Services
easy to trade US and Australian stocks as i get complete info on the portfolio
Most Helpful Critical Review
Verified User in Financial Services
Its super easy to use and the support team has been incredible making sure I know what options are available and how to use each one.
Priyanka M.
Verified User in Information Technology and Services
easy to trade US and Australian stocks as i get complete info on the portfolio
Verified User in Financial Services
I dislike the different universe categories. It would be much easier to just search a ticker and have the fund appear than to have to continuously change tabs between mutual funds, etfs, bonds, etc. It makes it quite difficult for new team members to learn...
Alternatives
Discussions
Morningstar Advisor Workstation has no discussions with answers
Simply Wall St has no discussions with answers
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