# Compare Foundersuite vs Morningstar Direct 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Foundersuite and Morningstar Direct based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/144844-10027902/Foundersuite-vs-Morningstar-Direct

---

# Foundersuite vs Morningstar Direct Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

FoundersuiteMorningstar Direct2/4 selected

[Foundersuite](https://www.capterra.com/p/144844/Foundersuite/)[4.7 (110)](https://www.capterra.com/p/144844/Foundersuite/reviews/)

[Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/)[4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/)

[## Foundersuite](https://www.capterra.com/p/144844/Foundersuite/)[4.7 (110)](https://www.capterra.com/p/144844/Foundersuite/reviews/)

Starting Price

$89.00/month

Value-for-Money

4.4

Functionality

4.4

Ease of Use

4.6

Customer Service

4.8

Reviews Sentiment

SA

AN

Based on [110 reviews](#user-reviews)

Positive

103

Neutral

6

Negative

1

[## Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/)[4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/)

Starting Price

Contact vendor

Value-for-Money

3.8

Functionality

4.2

Ease of Use

3.6

Customer Service

4.2

Reviews Sentiment

JS

Based on [251 reviews](#user-reviews)

Positive

207

Neutral

34

Negative

10

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## Summary

* * *

Features in Investment Management Software

3 / 39

Only Foundersuite

-   Fund Management

Best performer

16 / 39

Only Morningstar Direct

-   Benchmarking
-   Client Management
-   Data Import/Export

User satisfaction

User satisfaction

4.7

User reviews[110](https://www.capterra.com/p/144844/Foundersuite/reviews/)

Ease of use

4.6

Functionality

4.4

Value for money

4.4

Customer support

4.8

User satisfaction

4.1

User reviews[251](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/)

Ease of use

3.6

Functionality

4.2

Value for money

3.8

Customer support

4.2

Price starts from

Price starts from

$89Flat Rate, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

entrepreneurs, startups, growth companies, SMBs, investors, startup accelerators, incubators, investment bankers

Best for

Morningstar Direct empowers investment teams at asset and wealth management firms with data and insights to drive strategic decisions, enhancing portfolio performance, efficiency, & investing success.

## User reviews

Pros & cons

SA

Sanjay A.

Founder

> "Having a power investor CRM database was absolutely key for us during the round and I am convinced it is one of the reasons we were able to..."

[See full review](https://www.capterra.com/p/144844/Foundersuite/#Capterra___4563978)

JH

Jason H.

Co-Founder

> "They use external email integration engine which is most likely banned by Google Suite default security/privacy. "

[See full review](https://www.capterra.com/p/144844/Foundersuite/#SoftwareAdvice___4192999)

AN

Aleksandra N.

Head of Ops & Strategic Projects

> "A huge advantage is, there is a built-in data room feature that can be activated at any time (at additional fee)"

[See full review](https://www.capterra.com/p/144844/Foundersuite/#Capterra___3736650)

AF

Alex F.

CEO

> "The UX for individual investors could be more developed. But for the price of this package, nothing significant that I did not like."

[See full review](https://www.capterra.com/p/144844/Foundersuite/#Capterra___4543653)

SY

Stephanie Y.

CEO

> "It makes me excited to search and add more investors and update them on my raise's progress."

[See full review](https://www.capterra.com/p/144844/Foundersuite/#Capterra___3569907)

CG

Chris G.

CGO & Co-founder

> "I use a lot of CRMs and many of them have things that are just getting in your way and you don’t require."

[See full review](https://www.capterra.com/p/144844/Foundersuite/#Capterra___3846264)

CG

Chris G.

CGO & Co-founder

> "As well as this \[SENSITIVE CONTENT\] went out of his way to give me feedback on my pitch and deck and this was amazing!"

[See full review](https://www.capterra.com/p/144844/Foundersuite/#Capterra___3846264)

AN

Aleksandra N.

Head of Ops & Strategic Projects

> "Can't really think about any major disadvantages."

[See full review](https://www.capterra.com/p/144844/Foundersuite/#Capterra___3736650)

DT

Donald T.

CEO/Founder

> "Foundersuite enables me a great deal of flexibility and data manageability to keep it all organized and rolling forward."

[See full review](https://www.capterra.com/p/144844/Foundersuite/#Capterra___2795166)

DP

Devang P.

Head of Investment Strategy

> "I felt that sometimes the software was laggy or everyone in our database would disappear for a breif time and then come up, leading to some..."

[See full review](https://www.capterra.com/p/144844/Foundersuite/#Capterra___2176397)

[View Reviews](https://www.capterra.com/p/144844/Foundersuite/reviews/)

JS

Jamie S.

Associate

> "The Excel plus in (save as noted below) is very helpful and the Presentation Studio allows us to create informative graphs and charts (albeit there is a steep..."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7093277)

BT

Brendan T.

Team Lead Client Service

> "From a performance standpoint, the biggest frustration is the time cost: loading, filtering, and producing outputs can feel slower than expected for an..."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090538)

WTL

Wee-Tsen L.

Head of Fund Research

> "There are a lot of pre made templates that can bring any portfolio to life, there are many functions within Direct for many needs, performance reporting,..."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090072)

AC

Alex C.

Product Management

> "When you are searching for a fund / vehicle on Morningstar, the filtering is too complicated, making it so difficult to pull out a complete list like what you may..."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089734)

MK

Miroslav K.

Fund Accounting Officer

> "The platform provides a comprehensive and reliable source of investment data, analytics, and research tools that significantly enhance our ability to make informed..."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089986)

DB

David B.

Sr. Manager, Performance

> "Responses to stale data inquiries come too late. When we encounter missing data in Morningstar Direct, we report it to Morningstar immediately. And although a..."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___6874161)

SC

Savvas C.

Head Investment Advisory

> "overall our model portfolios include mutual funds and etfs and the tool offers a lot of functions like monitoring, reporting, screening, factsheets kids etc"

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7031539)

DBC

David Ben C.

Senior Portfolio Analyst

> "Pres studio can be very fiddly, altering components can cause other data to drop off easily, some basic data sets arent available."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090190)

SB

Sophie B.

Investment Analyst

> "I have created and scheduled for automatic creation and download many reports, with help from the Morningstar Direct teams, and these reports support my team’s..."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7035786)

KP

Kiara P.

Investment Analyst

> "The only issue I've had is the xray reports take a bit long to load and sometimes you have to log out and log in again for it to run."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7093842)

AL

Angad L.

Portfolio Manager

> "It lets you analyse performance and risk with confidence, maintain model portfolios efficiently, and produce consistent, professional factsheets with minimal..."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090030)

AB

Aaryan B.

Head of partnerships

> "There are limited capabilities of making report we cannot make a report on private market as data from pitchbook is there"

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090318)

AL

Angad L.

Portfolio Manager

> "Its screening tools, ESG integration, and reliable data infrastructure make it a dependable, day‑to‑day platform for investment research and portfolio management."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090030)

TO

Thomas O.

Financial Controller

> "Some of the responses to the queries on the new data points were bizarre - i.e. EBITDA LTM is not reported well"

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090005)

PR

Patricia R.

Investment Fund Specialist

> "The breadth of available data points, customizable charts, and qualitative insights (e.g., manager and firm-level data) allow for a truly comprehensive evaluation."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7031609)

BC

Ben C.

Investment Analyst

> "However, I often find Morningstar Direct frustratingly slow, especially during North American stock trading hours, which disrupts my workflow."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7032508)

SB

Sophie B.

Investment Analyst

> "The regular enhancements and updates further strengthen its utility, while the proactive support from the Customer Success and Support teams plays a crucial role..."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7035786)

KM

Kirsten M.

Investor Services

> "The requirement for individual licences reduces flexibility and makes it harder to manage access efficiently within the team."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7094433)

MK

Miroslav K.

Fund Accounting Officer

> "What I liked most was its extensive database of investment data and analysis tools, which allow for in-depth research and accurate performance tracking."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089986)

EH

Erik H.

Head of Portfolio Management

> "The app is also inconsistent, with multiple issues such as having to relog, indefinite loading, or just flat-out crashes."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090533)

AL

Angad L.

Portfolio Manager

> "Morningstar Direct is strong because it combines high‑quality global data, solid portfolio analytics, and flexible reporting tools all in one place."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090030)

PK

Philip K.

CIO

> "The lack of capability with danish mortgage bonds where there is no reliable index to use within the system."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7033020)

IM

Ilirijan M.

Operations and compliance associate

> "I like the creativity behind it we use the presentation studio a lot and the opportunity to present something in such a professional and clear way and then use..."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090727)

CS

Cheslyn S.

Portfolio Administrator

> "Its unintuitive and clunky user interface, slow performance with frequent crashes, and a difficult learning curve."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7035127)

CS

Cheslyn S.

Portfolio Administrator

> "Morningstar Direct include its comprehensive and accessible investment data, robust analytical tools, and customized reporting capabilities."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7035127)

LH

Ludwig H.

Portfolio Manager

> "years ago we really struggled with Presentation studio, components will not calculate or holdings are not pulling through. But of late we have no issues."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7031543)

BC

Ben C.

Investment Analyst

> "Overall, I think Morningstar Direct is a powerful tool with unmatched data access and strong capabilities for fund comparison and research, making it essential for..."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7032508)

SP

Spencer P.

VP - Wealth Strategist

> "Sometimes the amount of data points can be overwhelming because there are too many categories to choose from."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7031897)

JB

Jas B.

Performance

> "I think Morningstar Direct is great, I use it alot for peer group data and enables us to see how we position versus other funds in the peer group"

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089808)

AD

Alessandro D.

Analyst

> "The platform can feel slow when running more complex queries or when switching between modules."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7101185)

SS

Shane S.

CEO

> "Morningstar Direct has assisted us in running our Fiduciary Scoring process since 2016, before that it was all manual, plug and chug of data. "

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7032962)

AC

Alessandro C.

Junior PM

> "sometime data are missing (because of the fund house and not Morningstar fault) but other time data are not entirely correct"

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7093295)

AC

Alex C.

Product Management

> "The investment universe that Morningstar covers impress me, as it does help us to perform market analysis or product assessment with the full set of data available."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089734)

GP

George P.

Analyst

> "it can get really slow in afternoons (when the US users start), i think Morningstar direct lens (the new version?) doesn't really add anything"

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7031786)

MK

Miroslav K.

Fund Accounting Officer

> "However, I also found that the interface can sometimes be complex and challenging to navigate, especially for new users, which may require additional training...."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089986)

LR

Linzi R.

Investment Operations Manager

> "The platform is either failing to load entirely or responding so slowly that normal workflows cannot be completed."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7093762)

BC

Barbara C.

Senior Analyst

> "Multiple functionalities: Morningstar Direct enables an in depth fund analysis - using this database gives us an edge over competitors"

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7093728)

BM

Brandon M.

Fund and Portfolio Analyst

> "The program can be a little slow at times and not all desired functions can be automated."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7093685)

JA

James A.

BDM

> "The Breadth and depth of data gives me a comprehensive view of my investment options with the ability to generate extremely useful insights."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089755)

FB

Francesco B.

Fund Selector and Portfolio Advisory Specialist

> "The quality of data is very dependent on the individual asset managers communicating to Morningstar, which impairs comparisons across products."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___6810649)

TInM

Tibor István M.

Analyst

> "Morningstar Direct offers a strong breadth of investment data across funds, managers, benchmarks, and asset classes."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090236)

CS

Cheslyn S.

Portfolio Administrator

> "However, it is also frequently criticized for its steep learning curve, slow and clunky interface, and high cos"

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7035127)

KCM

Keagan Carvalho M.

Director

> "Morningstar covers all the assets classed and provides accurate information for my research and proposal needs."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090631)

LR

Linzi R.

Investment Operations Manager

> "Constantly having issuing with the system, be it slow, reporting not working, access to reports."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7093762)

DSD

Daniel Say D.

Senior Investment Analyst

> "Great for building prospective portfolios and comparing investment styles, valuation points and sector/country weightings."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090640)

GS

Gareth S.

Portfolio Administrator

> "Having to make contact with index providers and to then pay extra to access the data is ridiculous."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090100)

CC

Carl C.

Portfolio manager

> "Analysis on portfolio (such as portfolios attributions) are a great tool to monitor the relative performance of our investments."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7035115)

RP

Radhika P.

Investment Specialist

> "Moreover, although a support representative is assigned to the account, they do not walk through the platform which was a bit odd to me."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7036354)

JF

Jessica F.

Investment Analyst

> "The most useful tools in the software include Exportable data in Performance Reporting and Presentation Studio."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089965)

MH

Michael H.

Senior Product Specialist

> "It crashes regularly and the usability is somewhat cumbersome as to how modern software could work."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090551)

MK

Miroslav K.

Fund Accounting Officer

> "The platform's customizable reports and robust screening features make it easy to analyze various investment options efficiently."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089986)

SM

Sam M.

Portfolio Manager

> "This makes it quite difficult to get up to speed and thus a more simplified design would enhance the software."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089978)

TB

Tom B.

Senior Product Analyst

> "Particularly useful for our Value for Money methodology as well as analysing if net flows are driven by outperforming funds."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090613)

JA

James A.

BDM

> "I appreciate the rich data sets, but struggle to use it efficiently, so expend more time than I can really afford."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089755)

AG

Andrew G.

credit

> "It is easy to locate the factsheet of a fund and build bespoke displays that can help locate data points for key analysis."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090210)

AD

Alessandro D.

Analyst

> "Some workflows are not very intuitive and require a significant amount of time to configure."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7101185)

SM

Sam M.

Portfolio Manager

> "This allows our team to compare other peers across the industry and provide extensive reports."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089978)

VR

Verified Reviewer

Portfolio Analyst

> "New Excel API process is overly slow and burdensome making users log in to MSD every instance of excel."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___6873994)

VC

Vaibhav C.

Distribution Management Analyst

> "I also really appreciate the scale of AUM covered - having such broad market data in one place makes the analysis feel more complete and reliable."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090135)

LB

Laura B.

Investment Analyst

> "trying to adjust benchmarks and time periods is far from intuitive"

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7032383)

AB

Aaryan B.

Head of partnerships

> "The vast amount of data present there truly helps our research desk with the content to send it to our investors"

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090318)

EH

Erik H.

Head of Portfolio Management

> "Also, I’m not a fan of surprise changes, such as datapoints no longer being supported."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090533)

AL

Angad L.

Portfolio Manager

> "In practice, it’s a tool that delivers strong results and saves real time, but you often find yourself wishing it were a bit faster, more modern, and more..."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090030)

MH

Michael H.

Senior Product Specialist

> "Slow software regarding computations or loading of content."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090551)

SW

Sam W.

Senior Investment Analyst

> "Search Criteria and Performance Reporting are also very good for creating and regularly monitoring quant screens."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7094368)

CS

Charlie S.

Analyst

> "For many South African funds, underlying bond holdings lack sufficient disclosure."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089950)

LR

Linzi R.

Investment Operations Manager

> "delivers independent, data‑driven insights that help gather data, research and reports."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7093762)

VR

Verified Reviewer

Investment Director

> "That means that if, sorry, "when" Morningstar crashes, I need to start over again unless I remember to save something after every step. And who doesn't have an..."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___6874018)

BW

Ben W.

Senior Presentations and DTP Specialist

> "It can produce a huge amount of data and charting which is extremely helpful for our workflow."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7034085)

JB

Jas B.

Performance

> "Additionally, batches have a tendency of not being able to save to the FTP"

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089808)

PL

Pierre L.

Portfolio Manager

> "On one hand, its powerful analytics and vast data library have made my portfolio analysis more efficient."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7095209)

CC

Carl C.

Portfolio manager

> "The software interface is a bit old and not so attractive (even if it works)."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7035115)

CG

Christopher G.

Investment Analyst

> "This saves me a lot of time when I want to quickly check the overall performance or exposure of my custom portfolio."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090171)

BB

Brendan B.

Portfolio Analyst

> "Additionally, there are performance issues (logs out randomly), and a somewhat clunky search function for data points."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___6874237)

DN

Daniel N.

Senior Investment Analyst

> "I love the peer group comparisons and ability to compare different styles against their most appropriate peer group."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7032373)

SJ

Stefan J.

Fund manager

> "Presentation studio is somewhat out of date, and fragile (broken links)."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7091133)

GB

George B.

Investment Analyst

> "The style and factor analysis features for equity funds makes it far easier to blend to make a risk neutral portfolio."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090069)

CC

Carl C.

Portfolio manager

> "Sometimes, it blocks Excel to open (so you have to disable it)."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7035115)

CC

Carl C.

Portfolio manager

> "Morningstar has a really wide database of funds (and ETF) that we use in our portfolios."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7035115)

STS

Sphamandla Thalente S.

Junior Investment Analyst

> "There isn't much usable economic and securities data as I would like."

[See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7035668)

[View Reviews](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/)

## User interface

[Foundersuite](https://www.capterra.com/p/144844/Foundersuite/)

4.67 (110)

[Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/)

4.13 (251)

### Features

Foundersuite

3/39

-   Accounting
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Audit Trail
-   Benchmarking
-   Bonds/Stocks
-   Cash Management
-   Client Management
-   Client Portal
-   Collaboration Tools
-   Commodity Futures
-   Compliance Tracking
-   Customizable Reports
-   Data Import/Export
-   Document Management
-   Fee Management
-   Financial Analysis
-   Financial Management
-   Forecasting
-   For Investment Advisors
-   For Investors & Traders
-   Fund Management
-   Generative AI
-   Investment Research
-   Investments Tracking
-   Mobile Access
-   Modeling & Simulation
-   Order Management
-   Performance Metrics
-   Portfolio Management
-   Portfolio Rebalancing
-   Real-Time Data
-   Reporting/Analytics
-   Risk Management
-   Tax Management
-   Third-Party Integrations
-   Visual Analytics

[See all features](https://www.capterra.com/p/144844/Foundersuite/#features)

Morningstar Direct

Top features

16/39

-   Accounting
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Audit Trail
-   Benchmarking
-   Bonds/Stocks
-   Cash Management
-   Client Management
-   Client Portal
-   Collaboration Tools
-   Commodity Futures
-   Compliance Tracking
-   Customizable Reports
-   Data Import/Export
-   Document Management
-   Fee Management
-   Financial Analysis
-   Financial Management
-   Forecasting
-   For Investment Advisors
-   For Investors & Traders
-   Fund Management
-   Generative AI
-   Investment Research
-   Investments Tracking
-   Mobile Access
-   Modeling & Simulation
-   Order Management
-   Performance Metrics
-   Portfolio Management
-   Portfolio Rebalancing
-   Real-Time Data
-   Reporting/Analytics
-   Risk Management
-   Tax Management
-   Third-Party Integrations
-   Visual Analytics

[See all features](https://www.capterra.com/p/10027902/Morningstar-Direct/#features)

### Recognition

No recognitions have been awarded to Foundersuite

No recognitions have been awarded to Morningstar Direct

### Deployment & support

Foundersuite

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Morningstar Direct

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Foundersuite

-   By Foundersuite
-   Located in United States
-   Founded in 2015

Morningstar Direct

-   By Morningstar
-   Located in United States
-   Founded in

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