Software Alternatives & Reviews

Smart RIA VS Morningstar Direct

Compare Smart RIA VS Morningstar Direct and see what are their differences

Smart RIA logo Smart RIA

Smart RIA is a compliance software helping independent wealth managers to comply state and federal regulations.

Morningstar Direct logo Morningstar Direct

Morningstar Direct is a web-based investment management software that offers you a wide range of features and tools to invest in potential opportunities.
  • Smart RIA Landing page
    Landing page //
    2023-05-05
  • Morningstar Direct Landing page
    Landing page //
    2023-07-06

Smart RIA videos

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Morningstar Direct videos

Morningstar Direct is Everything Morningstar

More videos:

  • Review - Discover how Morningstar Direct powers our research team’s insights

Category Popularity

0-100% (relative to Smart RIA and Morningstar Direct)
Finance
13 13%
87% 87
Banking
100 100%
0% 0
Tool
0 0%
100% 100
Fintech
100 100%
0% 0

User comments

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What are some alternatives?

When comparing Smart RIA and Morningstar Direct, you can also consider the following products

LoanHD - LoanLogics is a residentail mortgage solution that helps validate compliance, manage profitability and risk during the manufacture, sale and servicing of loan assets.

BlackRock Aladdin - BlackRock Aladdin is an advanced-level portfolio management software that helps you to manage and view your daily investment under the guidance of highly trained investment professionals.

SmartRisk - Set proper downside expectations for your clients with real-time, high-velocity, risk-based margin lending algorithms to calculate portfolio risk for advisors.

Envestnet Platform - Envestnet Platform is an advanced-level platform that is used to find the best potential opportunities to invest and it helps you to optimize your processes related to wealth management.

Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.

Croesus Advisor - Croesus Advisor has been giving portfolio based programming and business knowledge-focused services to the monetary administrations’ industry in North America.