# Direct Advisory Suite Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Direct Advisory Suite Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/276296/Direct-Advisory-Suite

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# 

 Direct Advisory Suite Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 15, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Direct Advisory Suite

## What is Direct Advisory Suite?

Morningstar Direct Advisory Suite is a comprehensive software platform for financial advisors and wealth managers seeking to improve efficiency and client service. It combines essential advisory tasks into one connected system, helping streamline your daily operations. Core functions include: Investment Research: Access Morningstar's extensive global data and proprietary analytics to evaluate securities and funds. Portfolio Analysis: Construct, monitor, and stress-test client portfolios to align with investment goals and risk tolerance. Client Reporting: Create professional, customized reports that clearly communicate your investment strategies to clients. Compliance Support: Use built-in tools and audit trails to help meet regulatory requirements and firm guidelines. By unifying these key workflows, the suite helps advisors reduce manual tasks, make more informed decisions, and dedicate more time to building strong client relationships.

## What is Direct Advisory Suite used for?

[Investment Management](https://www.capterra.com/investment-management-software/)

Overall rating

Based on 4 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

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Do you work for Direct Advisory Suite?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.morningstar.com/&name=Direct Advisory Suite)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Direct Advisory Suite

4.8 (4)

VS.

[4.9 (18)](https://www.capterra.com/p/179626/Investor-Portal/reviews/)

Starting Price

Contact vendor

Starting Price

$3000

Per Feature, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.3 (4)

Ease Of Use

4.7 (251)

Value For Money

4.0 (4)

Value For Money

4.8 (241)

Customer Service

4.3 (3)

Customer Service

4.9 (247)

## Direct Advisory Suite alternatives

[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 for pricing

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

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

[Exirio](https://www.capterra.com/p/231454/Exirio/)

[4.8 (30)](https://www.capterra.com/p/231454/Exirio/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/231454/Exirio/)

[Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/)

[4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/)

Starting price

$17.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/253071/Trade-Ideas/)

[Human Interest](https://www.capterra.com/p/230513/Human-Interest/)

[4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/)

Starting price

$80.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

75%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/230513/Human-Interest/)

[View all alternatives](https://www.capterra.com/p/276296/Direct-Advisory-Suite/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Investments Tracking

4.3 (4)

100.00% of 4 reviewers that rated this feature as important or highly important

Monitor capital allocation and asset prices over time

Data Import/Export

3.7 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Financial Management

4.3 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Plan, manage, and track the financial activities of an individual or organization

Fund Management

4.3 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Manage allocation and performance of financial assets

Real-Time Data

4.0 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Receive data and information in real time

Client Management

4.5 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Manage contact details and communication with clients

Direct Advisory Suite 29 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Compare key metrics for the business against prominent players in the industry

Purchase and track both bonds and stocks in the portfolio

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Track and report regulatory data to either internal management or external stakeholders

Alter the layout and content of reports

Import and export data to and from software applications

Track collected or paid charges for services performed or access granted

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Plan, manage, and track the financial activities of an individual or organization

Used by financial advisors and money managers

Form predictions based on past and present data/trends

Manage allocation and performance of financial assets

Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets

Monitor capital allocation and asset prices over time

Access software remotely via mobile devices

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Reallocation of assets to reflect changing investment goals or market conditions

Receive data and information in real time

View and track pertinent metrics to find patterns and gain insights from data

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Set up connections to third-party platforms to improve business processes

Interact with data visualization elements, such as charts and graphs, to drill down into data

Features

4.8 (4)

4.8

Based on 4 reviews

## Pricing

Value for money

4.0 (4)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

4.0 (4)

4.0

Based on 4 reviews

## Integrations

[

Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[

Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[

Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[

Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[

eMoney Advisor](https://www.capterra.com/p/119135/emX/)[

FactSet](https://www.capterra.com/p/176269/FactSet/)[

Fidelity](https://www.capterra.com/p/160249/Fidelity/)[

RightCapital](https://www.capterra.com/p/210548/RightCapital/)

## Support, customer service and training options

Customer Service

4.3 (3)

Support

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

Training

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

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.3 (3)

4.3

Based on 3 reviews

## User reviews

Overall rating

4.8

Based on 4 reviews

Filter by rating

5(3)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

MS

Mark S.

Associate Advisor

Financial Services

### "Review fo Direct Advisory Suite"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

February 9, 2026

Overall, I find it very helpful. I find the performance tool to be very effective in sifting through some of the performance related commentary that wholesalers provide to get the "true facts" of the situation. It is not that they are necessarily lying but they are presenting their products in the best possible light and if you don't ask the right question they may omitt to fill it in. Howeve, the tool negates that.

Pros

Once you familiarize yourself with the various options (and there are a lot of them) the tool is very useful for producting comparatives as well as gettting details about portfolios that you construct.

Cons

Jargon - some items such as the fixed income style boxes are very, very poorly explained. And I don't understand that because the equity style box is well explained. Also there are some many options it takes quite a while, at least for myself, to get to a consistent report that would could be used a majority of the time. Now having that flexiblity is awesome for the special sitautions where either the client makes a specific request for some information or the circumstances dictate it.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AN

Alex N.

Vp portfolio Manager

Financial Services

### "Shining star with morningstar. "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 3, 2026

Very well done. A great improvement from previous version. Clients enjoy the reports. Great for doing reaearch.

Pros

Value for the money. Very easy to use. Client's love the reporting. Great tool when prospecting as well. Comparing portfolios is a game changer.

Cons

Not much not to like. Cant find any issues. Data entry can be a little challenging. A mobile app would be a good idea too.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RC

Ryan C.

Wealth Advisor

Financial Services

### "Fantastic Product for Client Proposals"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

November 29, 2023

Pros

Easy to access a plethora of data. Allows you to ensure what you're offering to the client is in their best interest - the portfolio tool is fantastic for proposals and allows clients to get a better understanding of their investments.

Cons

A touch of a learning curve, however there are plenty of resources available for how to best utilize the system.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

WB

William B.

President/Senior Wealth Advisor

Financial Services

### "Morningstar A Bit Expensive for the Features"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

August 5, 2022

Pros

Fund Ratings help with due-diligence and fund selection.

Cons

A bit expensive and cumbersome. Updated monthly not daily or weekly.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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