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GeoWealth vs. Morningstar Direct

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
GeoWealth
Score 0.0 out of 10
N/A
GeoWealth is a provider of wealth management technology, offering a customizable open-architecture platform and a proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by professionals with knowledge of all stages of the wealth management lifecycle.N/A
Morningstar Direct
Score 9.3 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
GeoWealthMorningstar Direct
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
GeoWealthMorningstar 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
GeoWealthMorningstar Direct
User Ratings
GeoWealthMorningstar Direct
Likelihood to Recommend
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
GeoWealthMorningstar Direct
Likelihood to Recommend
GeoWealth
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.
Verified User
Anonymous
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Pros
GeoWealth
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
GeoWealth
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
GeoWealth
No answers on this topic
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
GeoWealth
No answers on this topic
Morningstar
  • Returns not yet realised.
Verified User
Anonymous
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ScreenShots