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

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MProfit - Investment Portfolio Management Software
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TL;DR - Quick Comparison Summary

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

MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, flexible sourcing of data, powerful import ... Read More

Free Trial Availability

  • No free trial
  • No free trial

User Ratings

4.1

(20)

4.2

(5)
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Software Demo

Demo

What Do Morningstar Direct and MProfit Cost?

Pricing Option

      Pricing Page

      Pricing information not available

      mprofit 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
      • Not Available
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      Morningstar Direct User Reviews & Rating Comparison

      User Ratings

      Rating Distribution

      Excellent

      4

      Very Good

      7

      Good

      1

      Poor

      0

      Terible

      0

      Excellent

      1

      Very Good

      2

      Good

      0

      Poor

      0

      Terible

      0

      Positive Reviews

      No reviews available for the product

      No reviews available for the product

      List of Customers

      Customers

      No Customers information available.

      Barclays

      Barclays

      JM Financial

      JM Financial

      CGS CIMB

      CGS CIMB

      Media and Screenshots

      Videos

      video-0

      1 Videos

      video-0

      2 Videos

      Top Alternatives to Morningstar Direct and MProfit in 2025

      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 MProfit offers a free trial.

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

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

      Pricing details for both Morningstar Direct and MProfit 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 MProfit includes Croesus Advisor, Morningstar Office, Personal Capital, PMplus, Shootih, Portfoliopilot, Allocator-platform, Assetmax and JCurve.

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

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