Morningstar Direct vs Addepar - Which Investment Portfolio Management Software Platform Is Better in July 2025?

Overview

Key features

Pricing

Other Details

User reviews

Integratons

Media & Screenshots

Alternatives

	Morningstar Direct (12) Get Quote Get Quote	Addepar Get Quote Get Quote

TL;DR - Quick Comparison Summary
Affiliate Disclosure

Description	Morningstar Direct is a new software platform for investment portfolio management built upon the award-winning Morningstar Portfolio Manager software. Morningstar Direct brings the ... Read More	Addepar portfolios combine analytics and insights to deliver powerful insights for informed investing. Operations, sales, and investor teams leverage Addepar's tools to build and execute on ... Read More
Free Trial Availability	No free trial	No free trial
User Ratings	4.1 (20)
	Get Quote	Get Quote

Software Demo

Demo

What Do Morningstar Direct and Addepar Cost?

Pricing Option
	View detailed pricing	View detailed pricing

Other Details

Organization Types supported	Freelancers Individuals Medium Business Small Business Large Enterprises	Freelancers Individuals Medium Business Small Business Large Enterprises
Platforms Supported	Mobile - Android Mobile - iOS Browser Based (Cloud) Installed - Windows Browser Based (Cloud)	Mobile - Android Mobile - iOS Browser Based (Cloud) Installed - Windows Browser Based (Cloud)
Modes of support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online
API Support	Not Available	Available
	Get Quote	Get Quote

Morningstar Direct User Reviews & Rating Comparison

User Ratings	4.1 (based on 20 reviews)	No reviews available for the product
Rating Distribution	Excellent 4 Very Good 7 Good 1 Poor 0 Terible 0	No reviews available for the product
Positive Reviews	No reviews available for the product	No reviews available for the product
	Read reviews

Media and Screenshots

Videos	1 Videos	1 Videos

Top Alternatives to Morningstar Direct and Addepar in 2025

Alternatives	Morningstar Office 4 MProfit 4.2 Addepar	Croesus Advisor 3.3 Morningstar Direct 4.1 Personal Capital

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Neither Morningstar Direct nor Addepar offers a free trial.

Morningstar Direct is designed for Large Enterprises, Medium Business and Small Business.

Addepar is designed for Large Enterprises, Medium Business and Small Business.

Pricing details for both Morningstar Direct and Addepar are unavailable at this time. Contact the respective providers for more information.

Some top alternatives to Morningstar Direct includes Morningstar Office, MProfit, Addepar, PMplus, PROFITstar Budget, Portfoliopilot and Stratosphere.io.

Some top alternatives to Addepar includes Croesus Advisor, Morningstar Direct, Personal Capital, Masttro, Portfoliopilot, Orion Advisor Trading, Allocator-platform, Ansarada and AIRR.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

Morningstar Direct vs Addepar - Which Investment Portfolio Management Software Platform Is Better in July 2025?