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- Morningstar Direct-vs-Morningstar Office
Compare Morningstar Direct and Morningstar Office 
At a Glance
Market Segments
Small-Business (39.1% of reviews)
Small-Business (82.4% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Morningstar Direct
Star Rating
(207)4.1 out of 5
Market Segments
Small-Business (39.1% of reviews)
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about Morningstar DirectMorningstar Office
Star Rating
(18)4.1 out of 5
Market Segments
Small-Business (82.4% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Morningstar OfficeSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Morningstar Direct excels in customizable reporting, with a score of 8.2, while Morningstar Office shines even brighter with a score of 9.2, indicating a more robust feature set for tailoring reports to specific needs.
- Reviewers mention that the market analytics capabilities of Morningstar Office (9.0) significantly outperform those of Morningstar Direct (7.5), suggesting that users find more comprehensive insights and tools for market analysis in the Office version.
- G2 users highlight the ease of setup as a strong point for Morningstar Office, scoring 8.8 compared to Morningstar Direct's 7.6, which indicates that users find the Office version more user-friendly and quicker to implement.
- Users on G2 report that the client portal feature in Morningstar Office (7.7) is more effective than that in Morningstar Direct (6.0), suggesting that clients have a better experience accessing and interacting with their data.
- Reviewers say that the integration capabilities of Morningstar Direct (8.0) are superior in data aggregation compared to Morningstar Office (9.6), indicating that users appreciate the seamless connection to various data sources in the Office version.
- Users report that the quality of support for Morningstar Office (8.3) is notably better than that of Morningstar Direct (7.4), which suggests that users feel more supported and valued when using the Office software.
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Pricing
Entry-Level Pricing
Morningstar Direct
No pricing availableMorningstar Office
No pricing availableFree Trial
Morningstar Direct
Free Trial is available
Morningstar Office
No trial information availableRatings
Meets Requirements
8.1
174
8.8
12
Ease of Use
6.8
201
8.2
13
Ease of Setup
7.6
108
8.8
7
Ease of Admin
6.8
35
9.0
5
Quality of Support
7.4
175
8.3
13
Has the product been a good partner in doing business?
7.2
33
9.0
5
Product Direction (% positive)
6.6
181
5.5
13
Features by Category
Financial Information
7.4
112
Not enough data
5.7
111
Not enough data
Analysis
7.6
111
Not enough data
7.5
111
Not enough data
7.3
110
Not enough data
5.2
107
Not enough data
5.8
108
Not enough data
Market News
6.1
110
Not enough data
6.6
112
Not enough data
5.4
110
Not enough data
Platform Basics
4.8
108
Not enough data
5.7
108
Not enough data
Functionality
8.2
130
9.2
8
7.5
129
9.0
7
6.0
124
7.7
8
Feature Not Available
7.8
6
6.3
127
7.9
7
6.1
125
7.5
6
9.0
20
Not enough data
Integration
8.0
128
9.6
8
5.6
125
7.8
6
6.9
126
6.2
7
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Performance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Morningstar Direct and Morningstar Office are categorized as Investment Portfolio Management
Unique Categories
Morningstar Direct is categorized as Financial Research
Morningstar Office is categorized as Investment Accounting
Reviews
Reviewers' Company Size
Morningstar Direct
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Morningstar Office
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
54.1%
Investment Management
30.4%
Insurance
2.9%
Banking
2.9%
Research
1.9%
Other
7.7%
Financial Services
82.4%
Wholesale
5.9%
Investment Management
5.9%
Banking
5.9%
‐
Other
0.0%
Most Helpful Reviews
Morningstar Direct
Most Helpful Favorable Review
Shawn K.
Verified User in Financial Services
I use performance reporting, workspace, and presentation studio.
Most Helpful Critical Review
Verified User in Financial Services
Service can be a challenge, as our dedicated service contact was taken away and we now are sent to a call center that can take days to resolve issues.
Morningstar Office
Most Helpful Favorable Review
Ammaar S.
Verified User in Financial Services
The presentation of chart data and comparison of funds is great
Most Helpful Critical Review
Verified User in Financial Services
There are consistently errors with the reports generated by Morningstar office.
Shawn K.
Verified User in Financial Services
I use performance reporting, workspace, and presentation studio.
Ammaar S.
Verified User in Financial Services
The presentation of chart data and comparison of funds is great
Verified User in Financial Services
Service can be a challenge, as our dedicated service contact was taken away and we now are sent to a call center that can take days to resolve issues.
Verified User in Financial Services
There are consistently errors with the reports generated by Morningstar office.
Alternatives
Discussions
Morningstar Direct has no discussions with answers
Morningstar Office has no discussions with answers
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