Software Alternatives & Reviews

AIRR VS Morningstar Managed Portfolios

Compare AIRR VS Morningstar Managed Portfolios and see what are their differences

AIRR logo AIRR

One SAAS solution for all investment management needs

Morningstar Managed Portfolios logo Morningstar Managed Portfolios

Morningstar® Managed Portfolios allows advisers to deliver professional portfolio management and tools to investors that help them stay on track to meet their goals.
  • AIRR Landing page
    Landing page //
    2022-08-23

AIRR was established in 2019 and specializes in solutions to automate the process of making investment decisions. The service offers a single SaaS solution for venture funds, private equity funds, family offices, angels, and any other professional investors. The functionality of the platform is extensive and provides a classic set of professional investor tools: portfolio valuation and management, pipeline generation, reporting and accounting, investor onboarding, KYC, and data storage. The service offers a mobile application, a web portal that is localized in 5 languages, and two separate products - AIRR Metrics and AIRR Leads. AIRR is built as an open integration platform that allows exporting all data through APIs and integrating ready-made solutions in the investment management market. Pipedrive, Salesforce, Xero, PowerBI, Qlik, Docusign - more than 18 integrations are available at the moment. The company also provides the opportunity to implement new integrations upon request.

  • Morningstar Managed Portfolios Landing page
    Landing page //
    2023-08-27

AIRR

$ Details
paid Free Trial $500.0 / Monthly
Platforms
Browser iOS Android React Native
Release Date
2020 February

AIRR features and specs

  • Integrations: Pipedrive, Xero, Salesforce, Vrunchabse, Quickbooks, Pipedrive, Dicusign
  • Free Trial: 2 weeks
  • Pipeline management: yes
  • Portfolio valuation: yes
  • Investor Relations: yes
  • Online KYC and Onboarding: yes
  • Data Synchronization: Yes
  • Accounting: yes
  • Custom integrations: yes

Morningstar Managed Portfolios features and specs

No features have been listed yet.

AIRR videos

AIRR General Overview

More videos:

  • Review - Sof Sole Airr Orthotic Shoe Insole Inserts Review - Great Performance Insole with excellent padding

Morningstar Managed Portfolios videos

Journey of Morningstar Managed Portfolios

Category Popularity

0-100% (relative to AIRR and Morningstar Managed Portfolios)
Finance
68 68%
32% 32
Investing
71 71%
29% 29
Trading
0 0%
100% 100
Business & Commerce
75 75%
25% 25

User comments

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What are some alternatives?

When comparing AIRR and Morningstar Managed Portfolios, you can also consider the following products

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