Fi360 is a comprehensive suite of investment analytics and management tools designed to help financial professionals in managing fiduciary responsibilities.
Custom pricing available
Best Morningstar Direct Alternatives ranked by AI · updated Aug 2026
Morningstar Direct is an institutional investment-analysis and portfolio-management platform. It provides extensive security, fund, portfolio, research, and reporting data for asset managers and wealth professionals.
Top 6 Morningstar Direct alternatives
Salesforce Financial Services Cloud is a CRM platform for banks, wealth managers, insurers, and financial advisors. It provides client relationship management, householding,...
Pros
- Extensive CRM, automation, reporting, and integration capabilities
- Scales well across large financial services organizations
- Supports household and relationship modeling for complex client structures
Cons
- Not a direct replacement for WealthERP's native portfolio and transaction functions
- Requires configuration, integrations, and administrator resources
- Higher cost and complexity for smaller advisory practices
From $325/user/mo
FactSet is a financial data and software company that provides financial data and analytics to global investment professionals.
Contact for pricing
Discovery Data is a comprehensive solution for financial services professionals to access and leverage accurate and up-to-date data on firms and professionals...
Contact for pricing
Capital IQ is a financial data and research platform offering investment research, data, and analytics.
Contact for pricing
Riskalyze is a risk assessment and portfolio construction platform designed to empower financial advisors to create investment portfolios that align with clients'...
Contact for pricing
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