Investment Portfolio Management
35
Products
2,562
Total reviews
4.4
Avg. rating
Morningstar Direct by Morningstar leads the Investment Portfolio Management category with a 4.1 rating from 439 reviews. Koyfin has the strongest momentum in the category, up +25.0% quarter-over-quarter.
LLM citations
Source: G2 review data
Key stats
Morningstar Direct
Koyfin
Small Business
Category trends
Which products are most adopted?
Which products climbed the Grid most?
Which products are reviewers switching to?
Which products do enterprises choose?
Which products do mid-market buyers choose?
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Fastest growing
All products
Morningstar Direct
4.1
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
4.1
Betterment at Work
4.3
Betterment Advisor Solutions
4.4
Koyfin
4.8