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Compare Morningstar Direct and Direct Advisory Suite

Discover which solution is best equipped to support your team’s investment, reporting, and advisory workflows.

Best fit at a glance

Who is it for?

Role Morningstar Direct Direct Advisory Suite
Investment teams Yes No
Portfolio managers Yes No
Product teams Yes No
Marketing and sales teams Yes Somewhat
Financial advisors No Yes
Home offices No Yes
Compliance teams Somewhat Yes

What do you need to do?

Use case Morningstar Direct Direct Advisory Suite
Research investments Yes Somewhat
Build portfolios Yes Somewhat
Build models Yes No
Create branded reports Yes Somewhat
Create factsheets and sales decks Yes No
Distribute approved content Yes Somewhat
Build client proposals No Yes
Compare client portfolios Somewhat Yes
Assess risk profiles No Yes
Ensure advisor compliance Somewhat Yes

What output do you want?

Reporting format Morningstar Direct Direct Advisory Suite
Fund factsheets Yes No
Product reports Yes No
Sales presentations Yes Somewhat
Model portfolio reports Yes Somewhat
Client proposals No Yes
Client review reports Somewhat Yes
Risk reports No Yes
Compliance documentation Somewhat Yes
Advisor dashboards No Yes

Table Key

● = Yes

— = No

◐ = Somewhat

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