Top 10 Morningstar Direct Advisory Suite (formerly Advisor Workstation) Alternatives & Competitors

Top 10 Alternatives to Morningstar Direct Advisory Suite (formerly Advisor Workstation) Recently Reviewed By G2 Community

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FactSet Workstation
By FactSet Research Systems
4.3/5
(35)
Product Description
Built to optimize data management, analysis, and collaboration, our workstation provides customizable solutions to adapt to your unique needs. Whether you're driving ideas in investment and quantitative research, refining strategies in portfolio management and trading, navigating complexities in risk and performance analysis, or streamlining operations in banking and wealth management, our platform can work for you. From managed services and investor relations to private capital and industry research and analysis, you'll find the tools you need to boost your workflow.
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Reviewers say compared to Morningstar Direct Advisory Suite (formerly Advisor Workstation), FactSet Workstation is:
Better at support
More usable
Easier to set up
Categories in common with Morningstar Direct Advisory Suite (formerly Advisor Workstation):
Investment Portfolio Management
Financial Research

eMoney
By eMoney Advisor, LLC.
4.7/5
(64)
Product Description
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.
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Reviewers say compared to Morningstar Direct Advisory Suite (formerly Advisor Workstation), eMoney is:
Better at support
Easier to admin
Easier to set up
Categories in common with Morningstar Direct Advisory Suite (formerly Advisor Workstation):
Investment Portfolio Management

Seeking Alpha
By Seeking Alpha
4.1/5
(31)
Product Description
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.
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Reviewers say compared to Morningstar Direct Advisory Suite (formerly Advisor Workstation), Seeking Alpha is:
Easier to admin
Easier to set up
More usable
Categories in common with Morningstar Direct Advisory Suite (formerly Advisor Workstation):
Investment Portfolio Management
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Simply Wall St
By Simply Wall St
4.5/5
(12)
Product Description
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.
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Reviewers say compared to Morningstar Direct Advisory Suite (formerly Advisor Workstation), Simply Wall St is:
More usable
Better at support
Better at meeting requirements
Categories in common with Morningstar Direct Advisory Suite (formerly Advisor Workstation):
Investment Portfolio Management

Nitrogen
By Nitrogen
4/5
(72)
Product Description
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.
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Reviewers say compared to Morningstar Direct Advisory Suite (formerly Advisor Workstation), Nitrogen is:
Easier to admin
More usable
Better at support
Categories in common with Morningstar Direct Advisory Suite (formerly Advisor Workstation):
Investment Portfolio Management

S&P Capital IQ Platform
By S&P Global
4.3/5
(36)
Product Description
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.
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Reviewers say compared to Morningstar Direct Advisory Suite (formerly Advisor Workstation), S&P Capital IQ Platform is:
Easier to set up
Easier to admin
Better at support
Categories in common with Morningstar Direct Advisory Suite (formerly Advisor Workstation):
Financial Research

YCharts
By YCharts
4.7/5
(97)
Product Description
The Financial Terminal of the Web.
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Reviewers say compared to Morningstar Direct Advisory Suite (formerly Advisor Workstation), YCharts is:
Better at support
More usable
Easier to set up
Categories in common with Morningstar Direct Advisory Suite (formerly Advisor Workstation):
Financial Research

Orion Risk Intelligence
By Orion Advisor Tech
4.5/5
(36)
Product Description
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.
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Reviewers say compared to Morningstar Direct Advisory Suite (formerly Advisor Workstation), Orion Risk Intelligence is:
Better at support
More usable
Better at meeting requirements
Categories in common with Morningstar Direct Advisory Suite (formerly Advisor Workstation):
Investment Portfolio Management
Financial Research

Betterment at Work
By Betterment
4.3/5
(586)
Product Description
Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $21+ Billion in retirement AUM, we’re a partner your business can rely on. Discover a better way to 401(k) today.
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Reviewers say compared to Morningstar Direct Advisory Suite (formerly Advisor Workstation), Betterment at Work is:
More usable
Easier to admin
Easier to set up
Categories in common with Morningstar Direct Advisory Suite (formerly Advisor Workstation):
Investment Portfolio Management

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