ProxDeal vs. Morningstar Direct Advisory Suite (formerly Advisor Workstation)

ProxDeal is an AI-native deal sourcing platform and company database for Germany, Austria and Switzerland. M&A advisors, private equity firms, search funds and corporate development teams use it to find acquisition targets, strategic buyers and investors in the DACH region. Search works in plain language. Instead of filtering by industry codes, users describe the company they are looking for, and AI analysts search the DACH company landscape to build a ranked longlist.

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.