Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs. Envestnet | MoneyGuide
A side-by-side comparison based on G2 review data.
| Metric | Morningstar Direct Advisory Suite (formerly Advisor Workstation) | Envestnet | MoneyGuide |
|---|---|---|
| Overall rating | 4.1 | 4.0 |
| Review count | 302 | 23 |
| Ease of use | 7.4 | 8.3 |
| Ease of setup | 7.8 | 8.0 |
| Quality of support | 7.6 | 7.9 |
| Meets requirements | 8.4 | 8.3 |
| NPS | 34.551495 | 36.363636 |
| Small Business | 61.7% | 82.6% |
| Mid-Market | 14.1% | 13.0% |
| Enterprise | 24.2% | 4.3% |
| Total page views | 2,310 | 242 |
| Total LLM citations | 6,999 | 800 |
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Morningstar Direct Advisory Suite (formerly Advisor Workstation) is a comprehensive software platform designed to empower financial advisors in delivering exceptional investment advice and managing client relationships. By combining advanced investment research, personalized planning tools, and seamless integrations, the suite simplifies operations, enhances client engagement, and supports informed decision-making.
- Ease of Use
- User Experience
- Investment Management
- Analytics
- Comprehensive Information
- Research Support
Envestnet | MoneyGuide
Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.