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Metadata.io vs. Morningstar Advisor Workstation

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Metadata.io

    Score8.8 out of 10
    N/ABased in San Francisco, Metadata.io is a Demand Generation and ABM platform designed to execute thousands of B2B campaigns in a matter of hours, automatically optimizing campaigns for pipeline impact at a high velocity.

    $24,000

    per year

    Morningstar Advisor Workstation

    Score8.8 out of 10
    N/AMorningstar headquartered in Chicago offers the Morningstar Advisor Workstation, an investment portfolio management application.N/A
    Pricing
    Metadata.ioMorningstar Advisor Workstation
    Editions & Modules
    MetaMatch
    $295
    per month per installation
    Web Personalization
    $24,000
    per year
    Audience Targeting
    $24,000
    per year
    Metadata Base Platform
    $60,000
    per year
    No answers on this topic
    Offerings
    Pricing Offerings
    Metadata.ioMorningstar Advisor Workstation
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup Fee$2,500 one-time fee per installationNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Metadata.ioMorningstar Advisor Workstation
    Considered Both Products
    Metadata, Inc
    No answer on this topic
    Morningstar
    No answer on this topic
    Key User Insights
    Would buy again
    86%
    Would buy again
    18 Answers
    No answers on this topic
    Delivers good value for the price
    94%
    Delivers good value for the price
    16 Answers
    No answers on this topic
    Happy with the feature set
    90%
    Happy with the feature set
    19 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    80%
    Lived up to sales and marketing promises
    16 Answers
    No answers on this topic
    Implementation went as expected
    95%
    Implementation went as expected
    19 Answers
    No answers on this topic
    User Ratings
    Metadata.ioMorningstar Advisor Workstation
    Likelihood to Recommend
    7.8
    (21 ratings)
    9.0
    (3 ratings)
    Usability
    -
    (0 ratings)
    7.5
    (2 ratings)
    Support Rating
    10.0
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    7.8
    (15 ratings)
    -
    (0 ratings)
    User Testimonials
    Metadata.ioMorningstar Advisor Workstation
    Likelihood to Recommend
    Metadata, Inc
    Metadata is well suited when you have a really large ad budget (>50k per month at least). This is because the power of metadata lies in the ability to quickly set up and run a large number of experiments (combinations of channel, audience, creative, and conversion assets). To evaluate these variations, all of them need a large number of impressions, clicks, and conversions to be statistically relevant. If your budget is smaller, you will either have a very small number of experiments (not fully utilizing the power of metadata), or your experiments will not have enough clicks to make informed decisions. We had expected a better explanation of this from metadata before signing up.
    Incentivized
    Read full review
    Morningstar
    The ease of use and vast field of data available helps one make informed decisions on what to keep and what to replace. The historical views allows one to view the trend and help decide if the holding should be kept, replaced or closely monitored. Data all in one easy to read place!
    Incentivized
    Read full review
    Pros
    Metadata, Inc
    • Best paid ops tool I've ever used (and I've used a lot): we can launch a new LinkedIn & Facebook campaign in minutes.
    • Lead gen ops: no more dealing with broken zapier zaps, we are able to automate pushing native lead gen leads directly to our CRM.
    • Attribution: see influenced & triggered opportunities/CW deals
    • Multivariate testing: Metadata scales audience, ad, creative testing so you learn what performs much faster than manual process
    Incentivized
    Read full review
    Morningstar
    • Amazing Comparisons
    • Easy to read charts
    • Diverse database
    Incentivized
    Read full review
    Cons
    Metadata, Inc
    • If you don't have a large budget and audience it's hard to meaningfully optimize. If I have 4 ad creatives, to 2 audience groups on FB and LinkedIn, that creates 16 experiments, each of which needs an ample enough budget, say $40/day, that's now $640 per day or $19K per month.
    • Limited ability to edit ads after they've been launched. You usually have to stop the ad, clone it, and launch a new campaign.
    • Can't add new ads to existing campaigns which limits the ability to optimize. If I start an MD campaign with 4 ads, and in a few weeks we see that one is working well and the other 2 are not performing, I can pause those (or it can autopause by rules), but I can't add 2 more new creatives to the mix against the high performer. I'd have to either stop the high performer, and recreate it in a new campaign (losing likes and comments), OR - leave the high performer in the first campaign, and create. a second campaign with the new ones, which will only optimize against each other.
    • Limited to a single conversion event on a landing page. I'm not able to choose either a Demo Request OR a Sign-Up conversion, I can only choose one.
    • Google search ads are doable but aren't necessarily more feature-rich or easy-to use than native, so there's no value added to doing it through Metadata in my opinion aside from unifying ad reporting.
    Incentivized
    Read full review
    Morningstar
    • Pink sheet items
    • More sub-accounts for variable products
    • Automated comparisons
    Incentivized
    Read full review
    Usability
    Metadata, Inc
    No answers on this topic
    Morningstar
    Lack of AI
    Read full review
    Support Rating
    Metadata, Inc
    Metadata's customer support is a difference-maker! They really do care how well your campaigns perform and will help you improve them.
    Incentivized
    Read full review
    Morningstar
    No answers on this topic
    Alternatives Considered
    Metadata, Inc
    We chose [Metadata.io] because it was a smaller company and could get more personalized attention. The price was better and they seemed more eager to support us. The feature set was what we were looking for and not more - it was exactly as robust as we needed it to be. Didn't want to pay for features we weren't going to use.
    Incentivized
    Read full review
    Morningstar
    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
    Read full review
    Return on Investment
    Metadata, Inc
    • Huge decrease in CPLs, CPMQL and Cost Per Opportunity
    • Big improvement in MQL to SQL rates
    • 90%+ of our leads from paid social now have valid business emails, before it was like 30%
    • Saving us hundreds of hours over the course of the next year doing daily manual optimization and budget management tasks for us so we can focus on strategy and testing new things
    Incentivized
    Read full review
    Morningstar
    • Keep good holdings
    • Unload the losers
    • View potential replacements
    Incentivized
    Read full review
    ScreenShots

    Metadata.io Screenshots

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