--- description: Learn how Direct Advisory Suite can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for Direct Advisory Suite. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Direct Advisory Suite Reviews, Prices & Ratings | GetApp UK 2026 --- Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [Direct Advisory Suite](/software/2035507/direct-advisory-suite) # Direct Advisory Suite Canonical: https://www.getapp.co.uk/software/2035507/direct-advisory-suite Page: 1 / 2\ Next: [Next page](https://www.getapp.co.uk/software/2035507/direct-advisory-suite?page=2) > Morningstar Direct Advisory Suite is an all-in-one platform for financial advisors, offering advanced research, planning tools, compliance support, and seamless integrations. It streamlines workflows, boosts client engagement, and delivers insights to help advisors scale and build trust. > > Verdict: Rated **4.1/5** by 21 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Direct Advisory Suite Streamlined Workflows: Save time and reduce manual tasks with seamless integrations to CRMs, custodial platforms, and internal systems. Enhanced Client Engagement: Build trust and transparency with personalized proposals, FINRA-reviewed reports, and clear visuals like portfolio comparisons. Informed Decision-Making: Leverage Morningstar’s trusted data for advanced investment research and analytics across funds, ETFs, fixed income, and alternative investments. Compliance Support: Ensure regulatory alignment with integrated compliance tools, reducing administrative burdens and protecting sensitive client information. Firmwide Insights: Gain visibility into advisor activity and business trends with enterprise dashboards, enabling firms to track key metrics, identify growth opportunities, and standardize processes. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.1/5** | 21 Reviews | | Ease of Use | 3.7/5 | Based on overall reviews | | Customer Support | 4.0/5 | Based on overall reviews | | Value for Money | 3.7/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Morningstar ## Commercial Context - **Pricing model**: Per Feature - **Pricing Details**: Contact Morningstar for pricing information. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPad (Mobile) - **Supported Languages**: English, French - **Available Countries**: Canada, United States ## Features - API - Activity Dashboard - Alerts/Notifications - Audit Trail - Benchmarking - Bonds/Stocks - Client Management - Client Portal - Compliance Tracking - Customisable Reports - Data Import/Export - Fee Management - Financial Analysis - Financial Management - For Investment Advisors - Forecasting - Fund Management - Investment Research - Investments Tracking - Mobile Access ## Integrations (9 total) - Envestnet | MoneyGuide - FactSet - Fidelity - Microsoft 365 - Redtail CRM - RightCapital - Salesforce Sales Cloud - Wealthbox CRM - eMoney Advisor ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Investment Management Software](https://www.getapp.co.uk/directory/17/investment-portfolio-management/software) ## Alternatives 1. [Morningstar Direct](https://www.getapp.co.uk/software/2080459/morningstar-direct) — 4.1/5 (278 reviews) 2. [Human Interest](https://www.getapp.co.uk/software/2047632/human-interest) — 4.0/5 (36 reviews) 3. [Avestor](https://www.getapp.co.uk/software/2078775/avestor) — 5.0/5 (9 reviews) 4. [DealCheck](https://www.getapp.co.uk/software/2047952/dealcheck) — 4.8/5 (39 reviews) 5. [WOWS Investment Portal](https://www.getapp.co.uk/software/2068610/wows) — 4.7/5 (97 reviews) ## Reviews ### "Intuitive and Efficient" — 4.0/5 > **Mike** | *19 August 2026* | Investment Management | Recommendation rating: 8.0/10 > > **Pros**: Detailed investment analytics, easy to use screener, sensible reporting options for client portfolios. > > **Cons**: Minimal API integration options with my custodian (more of a Custodian issue than a Morningstar one I would argue) > > I use DAS to mainly screen for investments and provide clients with detailed reporting that our custodian doesn't provide by default. It also allows for better planning and scenario building for discussions through the planning module. ----- ### "Senior Vice President" — 4.0/5 > **Brandon** | *19 August 2026* | Financial Services | Recommendation rating: 6.0/10 > > **Pros**: Ease of use and features that were available as part of morningstar office which we had prior. The data transferred over seamlessly > > **Cons**: user interface and all data not readily available. There are some parts of direct that are not available that were part of office. > > Good overall but lacking some key components that would enhance the product. It is serviceable but could be better ----- ### "Great data, harder than it should be to obtain." — 3.0/5 > **Brady** | *20 August 2026* | Financial Services | Recommendation rating: 3.0/10 > > **Pros**: The data availability is probably unmatched against any other product. Morningstar provides access to nearly every benchmark our firm could want. A huge plus for our firm is the availability of ESG data, and the ability to create reports containing the stats of every fund, along with category/index driven averages to directly compare to. The dashboard itself is simple, clean, and easy enough to navigate. > > **Cons**: Adjustments to many expected or typical features are unintuitive, or dont exist. There are some basic features that are tough to find. Something as simple as quarterly rebalancing on a model portfolio - can't find it in the setup or when editing. Also, the drift of the portfolio holdings, and historical performance. The allocations of a model drift according to markets - cool. But if the portfolio does not rebalance quarterly, and you dont go in and edit the holdings on time, then you can't (or its hard and unintuitive to) retroactively change the allocations to have it rebalanced at a certain date. There are also sometimes longer than expected lags on data, sometimes several days to over a week on some benchmarks, which is usually not the end of the world, but worth noting. I've had issues with creating reports, sometimes the interface will not load. Reaching out to support usually yields a decent response time, but varies on results. > > Overall the data availability is crutial to our firm, and that is what keeps us tied to Morningstar. Many of the struggles that relate to obtaining that data make the tool more annoying to use than it probably should be. ----- ### "Direct Advisory Suite Review" — 5.0/5 > **Verified Reviewer** | *26 August 2026* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: Ease of use when building model portfolios and comparing them to client portfolios. Also, I like the portfolio risk score as it's a great (quick) way to illustrate the risk characteristics to clients. > > **Cons**: I would say the one thing that I disliked about DAS was the excel import feature, especially at first. It wasn't overly clear how to properly import client portfolios. I have since figured that out and it's much easier. > > I would say the overall experience using DAS has been great. It's certainly a step up in terms of coverage compared to competitors and has provided more detail on specific metrics that are important to our team. ----- ### "A Valuable Tool for Building Better Client Portfolios" — 5.0/5 > **Ashley** | *20 August 2026* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: I like the ability to tailor the type of report I share with clients. I particularly like the comparison report, as it clearly highlights the key differences between a client’s existing portfolio and the recommended portfolio. It makes the information easy for clients to understand and helps demonstrate the value of the recommendation, which can be very effective in winning new business. > > **Cons**: I would like to see the fund code displayed directly on the reports. This would make it much easier to implement the recommendations without having to go back into Morningstar to locate the applicable fund codes. I would also really value having both the Morningstar Star Rating and Medalist Rating displayed on the reports. These are very important to my business. When designing portfolios, presenting recommendations, and earning a client’s trust, I speak to these ratings quite frequently. Having them incorporated directly into the report would help reinforce the quality of the investments being recommended. Similarly, I would love to see recent Lipper Fund Awards highlighted for any funds included in the recommended portfolio. These types of independent ratings, recognitions, and awards tend to resonate with clients and can give them additional confidence and comfort when considering an investment recommendation. Lastly, I think it would be incredibly valuable if Morningstar could provide an overall portfolio rating or scorecard—for example, A+, A, A-, B+, etc. Ideally, this could incorporate factors such as fund quality, diversification, risk-adjusted performance, fees, and the overall construction of the portfolio. Right now, it can be difficult for a client to look at a portfolio and truly understand whether what they currently own—or what is being recommended to them—is a strong, high-quality portfolio. A simple overall score, supported by Morningstar's underlying research and analytics, could make that much easier for clients to understand. I believe these additions would make the reports even more powerful, particularly for advisors using them to communicate recommendations and demonstrate value to clients. I would also say that the annual cost is expensive for an individual advisor. Perhaps it should be considered that the cost be lower for a single advisor and higher for a Team with multiple advisors and associates. > > I do quite like the Direct Advisory Suite. It has been instrumental in earning the trust with clients and winning business. ----- Page: 1 / 2\ Next: [Next page](https://www.getapp.co.uk/software/2035507/direct-advisory-suite?page=2) ## Links - [View on GetApp](https://www.getapp.co.uk/software/2035507/direct-advisory-suite) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data