Top 10 Morningstar Advisor Workstation Alternatives & Competitors

Top 10 Alternatives to Morningstar Advisor Workstation Recently Reviewed By G2 Community

#1

Refinitiv Eikon
By LSEG Data & Analytics
(50)4.1 out of 5
Refinitiv Eikon provides easy access to trusted news, data, and analytics, all filtered by relevance to your exact needs, and displayed in a highly visual way that's easy to grasp and act on.
Categories in common with Morningstar Advisor Workstation:
• Financial Research
Reviewers say compared to Morningstar Advisor Workstation, Refinitiv Eikon is:
Easier to admin
Easier to set up
More usable
See all Refinitiv Eikon reviews
#2

eMoney
By eMoney Advisor, LLC.
(45)4.5 out of 5
Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
Categories in common with Morningstar Advisor Workstation:
• Investment Portfolio Management
Try for free
Reviewers say compared to Morningstar Advisor Workstation, eMoney is:
Easier to admin
Better at support
More usable
See all eMoney reviews

Sponsored
Sharesight
(1)3.5 out of 5
Sharesight is a popular online investment portfolio tracker that has been running since 2007. Sharesight allows investors & fund managers to track their stocks, ETFs, dividends, trades, stock splits & more automatically, cutting down on the need for data entry, saving time and money. Investors can import their trading history from their stock brokerage account & let Sharesight do the rest - see your historic trading performance, benchmark against any other stock, index or ETF, run tax reports & more. Try Sharesight for free today.
Visit Website
Visit Website
#3

Seeking Alpha
By Seeking Alpha
(31)4.1 out of 5
Seeking Alpha is an industry leader in mining the wisdom of the crowds for insights on every topic of interest to investors. It provides analysis, news, and data to stock market investors, via our website and mobile apps. Seeking Alpha is a fun, dynamic, family-like environment, full of intelligent, innovative, and entrepreneurial-minded individuals.
Categories in common with Morningstar Advisor Workstation:
• Investment Portfolio Management
Reviewers say compared to Morningstar Advisor Workstation, Seeking Alpha is:
Easier to admin
More expensive
Easier to set up
See all Seeking Alpha reviews
#4

Factset Investment Research
By FactSet Research Systems
(28)4.3 out of 5
FactSet's highly configurable and fully integrated research management tools ensure your research efforts grow alongside your business needs.
Categories in common with Morningstar Advisor Workstation:
• Financial Research
Reviewers say compared to Morningstar Advisor Workstation, Factset Investment Research is:
Better at support
More usable
Better at meeting requirements
See all Factset Investment Research reviews
#5

Ziggma
By Ensas Consulting
(18)4.7 out of 5
Ziggma is the web-based investment portfolio management software that makes investing easy for experts and beginners alike. * Much of Ziggma tools are completely free. - Portfolio Builder - Investment Portfolio Tracker - Portfolio Analytics - Multi Asset Screener - Company Portfolio - Model Portfolios Connect your investment account to Ziggma to benefit from our comprehensive portfolio management solution. You can also start from one of our model portfolios or import your yahoo portfolios. * Why Ziggma? - Intuitive portfolio visuals convey information more effectively - Innovative monitoring tools to free up your time - Link your investment account to Ziggma to stay on top of your portfolio - Market-leading financial data and performance scores for stock research - Use our model portfolios to benchmark and find inspiration
Categories in common with Morningstar Advisor Workstation:
• Investment Portfolio Management
Reviewers say compared to Morningstar Advisor Workstation, Ziggma is:
More usable
Better at support
Better at meeting requirements
See all Ziggma reviews
#6

Simply Wall St
By Simply Wall St
(12)4.5 out of 5
Provide a completely new way to invest in the stock market, we make it easy, understandable and enjoyable. Simply wall st sought to address this by presenting stock data in a new, visual format, one that can be easily appreciated by the new investor and veterans alike. The result is the snowflake, a graphical interpretation of live stock data, which with once glance provides insight into the most relevant aspects of the investment.
Categories in common with Morningstar Advisor Workstation:
• Investment Portfolio Management
Reviewers say compared to Morningstar Advisor Workstation, Simply Wall St is:
More usable
Better at support
Better at meeting requirements
See all Simply Wall St reviews
#7

Nitrogen
By Nitrogen
(70)4.1 out of 5
Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.
Categories in common with Morningstar Advisor Workstation:
• Investment Portfolio Management
Reviewers say compared to Morningstar Advisor Workstation, Nitrogen is:
Easier to admin
More usable
Better at support
See all Nitrogen reviews
#8

S&P Capital IQ Platform
By S&P Global
(36)4.3 out of 5
The S&P Capital IQ platform is your single source for a powerful array of financial data, analytics, and research. Our web-based platform combines deep information on companies, markets, and people worldwide with robust tools for analysis, idea generation, and workflow management.
Categories in common with Morningstar Advisor Workstation:
• Financial Research
Reviewers say compared to Morningstar Advisor Workstation, S&P Capital IQ Platform is:
Easier to admin
Easier to set up
Better at support
See all S&P Capital IQ Platform reviews
#9

AlphaSense
By AlphaSense
(285)4.7 out of 5
Optimized for quick response
AlphaSense is a search engine for investment and corporate professionals designed to help users cut through the noise and uncover critical data points that others miss.
Categories in common with Morningstar Advisor Workstation:
• Financial Research
Get a quote
Reviewers say compared to Morningstar Advisor Workstation, AlphaSense is:
Better at support
More usable
Easier to set up
See all AlphaSense reviews
#10

Orion Risk Intelligence
By Orion Advisor Tech
(36)4.5 out of 5
Start risk conversations off right with next-level business intelligence, risk analytics, and economic research to help you guide each client toward investment strategies that work for them — regardless of what’s happening in the world.
Categories in common with Morningstar Advisor Workstation:
• Investment Portfolio Management
• Financial Research
Reviewers say compared to Morningstar Advisor Workstation, Orion Risk Intelligence is:
Better at support
More usable
Better at meeting requirements
See all Orion Risk Intelligence reviews

Sponsored
Sharesight
(1)3.5 out of 5
Sharesight is a popular online investment portfolio tracker that has been running since 2007. Sharesight allows investors & fund managers to track their stocks, ETFs, dividends, trades, stock splits & more automatically, cutting down on the need for data entry, saving time and money. Investors can import their trading history from their stock brokerage account & let Sharesight do the rest - see your historic trading performance, benchmark against any other stock, index or ETF, run tax reports & more. Try Sharesight for free today.
Visit Website
Visit Website