fi360 Toolkit vs. Morningstar Direct
A side-by-side comparison based on G2 review data.
| Metric | fi360 Toolkit | Morningstar Direct |
|---|---|---|
| Overall rating | 4.0 | 4.1 |
| Review count | 11 | 439 |
| Ease of use | 8.4 | 7.1 |
| Ease of setup | 8.6 | 7.8 |
| Quality of support | 8.9 | 7.8 |
| Meets requirements | 8.4 | 8.3 |
| NPS | 27.272727 | 30.523918 |
| Small Business | 72.7% | 37.0% |
| Mid-Market | 9.1% | 27.4% |
| Enterprise | 18.2% | 35.6% |
| Total page views | 120 | 2,507 |
| Total LLM citations | 197 | 14,943 |
fi360 Toolkit
The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.
- Investment Management
- Data Analysis
Morningstar Direct
What is Morningstar Direct? Morningstar Direct is a global investment platform that combines in-depth data, institutional research, and industry-recognized ratings with powerful analytics, intuitive design, and robust reporting tools. With Morningstar Direct, professional investors can search and screen investments, perform competitive analysis, conduct manager research and due diligence, explore a portfolio’s full holdings and exposures, monitor performance, and generate easy-to-read, compliant reports at scale.
- Data Accessibility
- Ease of Use
- Comprehensive Data
- Data Availability
- Reporting
- Ease of Access