AngelList Venture vs. Morningstar Advisor Workstation

For well-funded startups, Angel List Ventures would be extremely helpful for competitive research and market research and likely finding hiring prospects. For agencies and salespeople, Angel List Ventures is a great tool for lead prospecting to find the fastest-growing companies across industries. Cost may be prohibitive depending on your revenue.

Incentivized

If a client is shy about investing or wants portfolio comparisons, Morningstar really hits the mark. Being able to show real-time data is great for putting a client's mind at ease. The downside to this product is, that if a client isn’t as financially literate, it takes some explaining to show them what’s going on, and they can get lost in all of the data.

Incentivized

• Lead Prospecting
• Competitor Research
• Market Trends

Incentivized

• Amazing Comparisons
• Easy to read charts
• Diverse database

Incentivized

• Cost is high
• Interface is not inspiring
• Better contact information

Incentivized

• Ease of use
• Data sync
• Bond Database can be lacking

Incentivized

Did not compare to other tools.

Incentivized

In terms of diversity, Morningstar is the best on the market. The way they display data, and since many financial institutions use this software, it is easy to show clients how their money is doing outside of our institution. Also allows us to show portentously clients in-depth comparisons of different investment strategies.

Incentivized

• Build prospect lists
• Monitor industry data
• Follow client competitiors

Incentivized

• Gets Clients to Move their money to us
• Let’s you track portfolio performance to a variety of benchmarks
• The historical data is great

Incentivized