CGI Wealth360 Portfolio Management vs. Morningstar Direct

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CGI Wealth360 Portfolio Management
Score 0.0 out of 10
N/A
The CGI Wealth360 Portfolio Management platform is an investment portfolio management suite and application toolkit.N/A
Morningstar Direct
Score 9.0 out of 10
N/A
Morningstar headquartered in Chicago offers Morningstar Direct, an investment portfolio managment application focusing on financial and risk analysis.N/A
Pricing
CGI Wealth360 Portfolio ManagementMorningstar Direct
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
CGI Wealth360 Portfolio ManagementMorningstar Direct
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
CGI Wealth360 Portfolio ManagementMorningstar Direct
Top Pros

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Top Cons

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User Ratings
CGI Wealth360 Portfolio ManagementMorningstar Direct
Likelihood to Recommend
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
CGI Wealth360 Portfolio ManagementMorningstar Direct
Likelihood to Recommend
CGI
No answers on this topic
Morningstar
Morningstar Direct is great for classifying funds in order of performance and has a huge database to check against. Pretty much every category you can imagine is covered. It is best for research and analyzing before making big decisions. The interface is fairly clean and relatively simple to use.
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Pros
CGI
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Morningstar
  • Best for research.
  • Analyst reporting is fantastic.
  • The ability to look at a wide variety of assets is great.
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Cons
CGI
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Morningstar
  • The system is sometimes slow.
  • Glitchy and sometimes hard to use.
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Alternatives Considered
CGI
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Morningstar
Morningstar is slightly more buggy and laggy. But includes far more data and is more trusted.
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Return on Investment
CGI
No answers on this topic
Morningstar
  • Returns not yet realised.
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ScreenShots