# Compare Stessa vs Morningstar Direct 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Stessa and Morningstar Direct based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/181042-10027902/Stessa-vs-Morningstar-Direct --- # Stessa vs Morningstar Direct Features and Cost Comparison Last updated April 10th, 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: StessaMorningstar Direct2/4 selected [Stessa](https://www.capterra.com/p/181042/Stessa/)[4.5 (104)](https://www.capterra.com/p/181042/Stessa/reviews/) [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/)[4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) [## Stessa](https://www.capterra.com/p/181042/Stessa/)[4.5 (104)](https://www.capterra.com/p/181042/Stessa/reviews/) Starting Price $15.00/month Value-for-Money 4.4 Functionality 4.2 Ease of Use 4.5 Customer Service 4.3 Reviews Sentiment Based on [104 reviews](#user-reviews) Positive 90 Neutral 6 Negative 8 [## 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 ## Not a match? 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Best for Asset and wealth managers, investment professionals, and portfolio managers seeking data-driven insights, portfolio management tools, and streamlined workflows. ## User reviews Pros & cons PT Patti T. owner > "Scanning receipts is a great option on the mobile app. " [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___6830994) AH Anna H. Owner > "I contacted customer support and only received links to articles and videos, which did not address my..." [See full review](https://www.capterra.com/p/181042/Stessa/#SoftwareAdvice___7072765) WR Walter R. Real Estate Broker > "I like the high interest that they paid on the balance that they hold (Pro version)" [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___6822288) AH Anna H. Owner > "Not user-friendly for a single short-term rental property." [See full review](https://www.capterra.com/p/181042/Stessa/#SoftwareAdvice___7072765) PC Pedro C. Treasurer > "Stessa has simplified our lives and freed us up to focus on scaling our business." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___6471722) NH Nicholas H. Owner > "The major issue I have with Stessa is when Stessa downloads your transactions from the bank it will..." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___6096503) PC Pedro C. Treasurer > "We love Stessa. When we started we relied on multiple and confusion Spreadsheets." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___6471722) TA Todd A. Owner > "This is after you have spent hours and hours of wasted time entering your data. " [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___6724512) PC Pedro C. Treasurer > "Don’t miss the endless hours working on spreadsheets." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___6471722) VR Verified Reviewer landlord > "Then you try to get the money out of the account you didnt want in the first place and its a..." [See full review](https://www.capterra.com/p/181042/Stessa/#GetApp___4824086) SS Seelan S. Director > "In general, I am happy about it and it still needs some improvements compared to other apps available..." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___6765120) BS Bob S. Owner > "I cannot even get a person to call me after weeks of effort via email and online submission." [See full review](https://www.capterra.com/p/181042/Stessa/#GetApp___5034207) VR Verified Reviewer Investor > "Lease tracking and document aggregation across property managers is also done very well." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___6167457) BS Bob S. Owner > "my money is locked in n account which they deleted." [See full review](https://www.capterra.com/p/181042/Stessa/#GetApp___5034207) TA Todd A. Owner > "It was a good price point, but you get what you pay for." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___6724512) AH Aaron H. Owner > "So if you have petty cash accounts or anytime up manual transactions that are paid from specific..." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___4722003) VR Verified Reviewer Owner > "I love using Stessa for bookkeeping for my rental properties!" [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___6191872) VR Verified Reviewer landlord > "Customer service is non existant." [See full review](https://www.capterra.com/p/181042/Stessa/#GetApp___4824086) VR Verified Reviewer Owner > "It's a great alternative to QuickBooks specifically when it comes to real estate." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___6191872) JM Jim M. Co-Owner > "Cannot split transactions with the mobile app, only desktop" [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___3848379) JM Jim M. Co-Owner > "Pre set up for rental properties with all the categories, tax reports (my tax preparer loves it), etc." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___3848379) VR Verified Reviewer Owner > "Horrible value at the new Pro Tier.. And the Free features have been stripped to basically not helpful." [See full review](https://www.capterra.com/p/181042/Stessa/#GetApp___4564323) VA Vickie A. Owner > "Stessa is an easy to use, online real estate management software that is reliable, easy to learn, easy..." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___5079606) HF Heidi F. Owner > "It is not a reliable product." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___6177111) BM Bradley M. CEO > "The ease of income and expense tracking allows you to take control of your business." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___3630921) Eric Z. Property Manager > "As a single-entry accounting system, it comes with all the drawbacks associated with that method of..." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___2624489) VR Verified Reviewer CEO > "ease of use, ease of setup " [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___6144960) VR Verified Reviewer RE Investor > "Webface is a little more intricate then others, lot of places to tweak, I also don't see where to get..." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___3310011) MG Matthias G. Owner > "Free software that is very easy to use and set up." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___4898244) SA Stephen A. owner > "This is not a property management platform in the sense that you can schedule maintenance and track..." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___2641189) MW Maria W. Owner > "Everything you need to know or keep track of is at your fingertips in a simple, yet effective format." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___3216389) ZM Zachary M. Owner > "Issues with data sources disconnecting." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___2531137) LS Lauren S. Owner > "I could easily import my Excel spreadsheet of past transactions." [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___3483487) CT Charlie T. investor > "small glitches in first set up, but mostly user error!!" [See full review](https://www.capterra.com/p/181042/Stessa/#Capterra___2360761) [View Reviews](https://www.capterra.com/p/181042/Stessa/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 learning..." [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, attribution,..." [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 be..." [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 ticket is..." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___6874161) 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 manual..." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090030) 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) 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) 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) 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) 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 > "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) 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) 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 data to..." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090727) 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) 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) 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) 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) 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) 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 daily..." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7035786) 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) 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) 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) 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) 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) 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. Despite..." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089986) 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) 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) 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) 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) 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) 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 in..." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7035786) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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 my..." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7032508) 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 "undo"..." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___6874018) 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) 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) 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) 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) 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) 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) 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) 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) 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 intuitive..." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090030) 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) 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) LK Lucas K. Investment Analyst > "As a newer user of Morningstar Direct, I find it challenging to fully understand all of its capabilities due to the platform's complexity. While it offers extensive..." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___6727914) 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) 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) 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) NY Nils Y. Manager Selector > "the difficulty of just gathering easy data points is very difficult, it needs to be more intuitive.." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7092436) 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) JK Jemima K. Client Services > "It is also very expensive, much more than competitors (I know it's providing a different service but it's a much higher price tag)." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7093792) 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) AF Andrea F. Managing Partner > "The platform is not very user friendly, and it takes significant time and effort to fully understand how it works and navigate efficiently" [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090379) 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) CT Charles T. Portfolio Manager > "The Computer application is sometimes slow and takes a while to load." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7089967) SW Sam W. Senior Investment Analyst > "The sheer breadth of data generally means everything you need is in one place, including ESG data through Sustainalytics." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7094368) PB Peter B. Director and IFA > "It glitches, I have frequent software issues where I have unknown errors that constantly require me to speak to your technical staff and they don’t know how to fix..." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___6711476) LK Lucas K. Investment Analyst > "This level of data integration helps streamline portfolio management, benchmarking, and strategy development, making it a valuable tool for professionals." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___6727914) RH Richard H. Sr. Manager > "Not tapping its full potential due to time spent exporting content and manipulating data outside of MD ." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___6880651) DW David W. Senior Investment Analyst > "It has fantastic depth and breadth of data across everything I need for investment performance and analytics." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090170) JB James B. Director > "Direct itself can be clunky and there are frequent data mistakes." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090024) KCM Keagan Carvalho M. Director > "I like that I can get individual stock data reports and mutual fund data reports." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090631) CG Christopher G. Investment Analyst > "Direct has a relatively old and complex interface, particularly for inexperienced users." [See full review](https://www.capterra.com/p/10027902/Morningstar-Direct/#Capterra___7090171) [View Reviews](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) ## User interface [Stessa](https://www.capterra.com/p/181042/Stessa/) 4.53 (104) [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) 4.13 (251) ### Features Stessa Top features 19/39 - 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/181042/Stessa/#features) Morningstar Direct 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 Stessa Best Value Real Estate Property ManagementSoftware (2022)  No recognitions have been awarded to Morningstar Direct ### Deployment & support Stessa 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 Stessa - By Roofstock - Located in United States - Founded in 2016 Morningstar Direct - By Morningstar - Located in United States - Founded in ## Popular Comparisons [Stessa](https://www.capterra.com/p/181042/Stessa/)[4.53 (104)](https://www.capterra.com/p/181042/Stessa/reviews/) vs [Rent Manager](https://www.capterra.com/p/2732/Rent-Manager/)[4.63 (620)](https://www.capterra.com/p/2732/Rent-Manager/reviews/) $15/month Price Contact vendor for pricing 4.2 Features 4.5 4.5 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/2732-181042/Rent-Manager-vs-Stessa) [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/)[4.13 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) vs [Human Interest](https://www.capterra.com/p/230513/Human-Interest/)[4.03 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Contact vendor for pricing Price $80/month 4.2 Features 4.0 3.6 Ease of Use 4.1 [View full 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