TrustRadius

Clearwater Analytics vs. Morningstar Direct

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Clearwater Analytics
Score 8.8 out of 10
N/A
Clearwater Analytics is a provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations, headquartered in Boise. Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily. They boast clients including corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and…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
Clearwater AnalyticsMorningstar Direct
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Clearwater AnalyticsMorningstar 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
Clearwater AnalyticsMorningstar Direct
Best Alternatives
Clearwater AnalyticsMorningstar Direct
Small Businesses

No answers on this topic

No answers on this topic

Medium-sized Companies
FloQast
FloQast
Score 9.1 out of 10

No answers on this topic

Enterprises
FloQast
FloQast
Score 9.1 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Clearwater AnalyticsMorningstar Direct
Likelihood to Recommend
8.0
(1 ratings)
9.0
(1 ratings)
User Testimonials
Clearwater AnalyticsMorningstar Direct
Likelihood to Recommend
Clearwater Analytics
If your company has multiple investment accounts Clearwater is a great choice to consolidate month end reporting.
Matt Watford | TrustRadius Reviewer
Matt Watford
Treasurer
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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.
Verified User
Anonymous
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Pros
Clearwater Analytics
No answers on this topic
Morningstar
  • Best for research.
  • Analyst reporting is fantastic.
  • The ability to look at a wide variety of assets is great.
Verified User
Anonymous
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Cons
Clearwater Analytics
No answers on this topic
Morningstar
  • The system is sometimes slow.
  • Glitchy and sometimes hard to use.
Verified User
Anonymous
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Alternatives Considered
Clearwater Analytics
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Morningstar
Morningstar is slightly more buggy and laggy. But includes far more data and is more trusted.
Verified User
Anonymous
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Return on Investment
Clearwater Analytics
No answers on this topic
Morningstar
  • Returns not yet realised.
Verified User
Anonymous
Read full review
ScreenShots