---
description: Compare Diversiview vs Morningstar Direct to learn about each of the product's price, benefits and disadvantages. Choose the best software for your business in Australia.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Diversiview vs Morningstar Direct Comparison - Capterra Australia 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Diversiview \<span\>vs\</span\> Morningstar Direct](https://www.capterra.com.au/compare/1047544/1074481/diversiview/vs/Morningstar-Direct)

# Compare Diversiview vs Morningstar Direct

Canonical: https://www.capterra.com.au/compare/1047544/1074481/diversiview/vs/Morningstar-Direct

> Detailed comparison between Diversiview and Morningstar Direct. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Diversiview | Morningstar Direct |
| **Overall rating** | - | 4.1/5 |
| **Total Reviews** | 0 | 251 |
| **Starting Price** | - | - |
| **Free Trial** | Yes | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| **Training** | Live Online, Webinars, Documentation | Webinars, Documentation, Videos |

## Best for

### Diversiview

Self directed retail investors&#10;Financial advisors \&amp; planners&#10;Wealth Managers&#10;Asset Managers&#10;Portfolio Managers&#10;Self Managed Super Funds

### Morningstar Direct

Asset and wealth managers, investment professionals, and portfolio managers seeking data-driven insights, portfolio management tools, and streamlined workflows.

## Key features

### Diversiview

- API
- Bonds/Stocks
- Financial Analysis
- For Investment Advisors
- For Investors & Traders
- Investment Management
- Investment Research
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Portfolio Rebalancing
- Portfolio Reporting
- Reporting/Analytics
- Risk Management
- Visual Analytics

### Morningstar Direct

- API
- Benchmarking
- Client Management
- Data Import/Export
- Financial Analysis
- Financial Management
- For Investment Advisors
- For Investors & Traders
- Investment Research
- Investments Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Reporting/Analytics
- Risk Management
- Visual Analytics

## Links

- [View Diversiview Profile](https://www.capterra.com.au/software/1047544/diversiview)
- [View Morningstar Direct Profile](https://www.capterra.com.au/software/1074481/Morningstar-Direct)
- [View Original Comparison](https://www.capterra.com.au/compare/1047544/1074481/diversiview/vs/Morningstar-Direct)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Diversiview vs Morningstar Direct Comparison - Capterra Australia 2026","description":"Compare Diversiview vs Morningstar Direct to learn about each of the product's price, benefits and disadvantages. Choose the best software for your business in Australia.","url":"https://www.capterra.com.au/compare/1047544/1074481/diversiview/vs/Morningstar-Direct","about":[{"@id":"https://www.capterra.com.au/software/1047544/diversiview#software"},{"@id":"https://www.capterra.com.au/software/1074481/Morningstar-Direct#software"}],"breadcrumb":{"@id":"https://www.capterra.com.au/compare/1047544/1074481/diversiview/vs/Morningstar-Direct#breadcrumblist"},"@id":"https://www.capterra.com.au/compare/1047544/1074481/diversiview/vs/Morningstar-Direct#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.capterra.com.au/#website"},"publisher":{"@id":"https://www.capterra.com.au/#organization"},"inLanguage":"en-AU"},{"name":"Diversiview","description":"Diversiview is a unique portfolio analysis and optimisation software that helps investors and investment professionals analyse cross-market and cross-asset type portfolios and optimise their asset allocation to a specific risk-return goal.\n\nIt covers all listed securities on ASX, NASDAQ, NYSE, BSE, NSE, LSE, HKEX and DFM, and over 7000 Indian Mutual Fund schemes. \n\nUsers can also add custom investments to the mix, and choose to import from over 20+ brokers and platforms.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/e9a9c92f-3d70-472e-bd47-f481c8d72135.png","url":"https://www.capterra.com.au/software/1047544/diversiview","@id":"https://www.capterra.com.au/software/1047544/diversiview#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.com.au/#organization"},"operatingSystem":"Cloud"},{"name":"Morningstar Direct","description":"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. Designed for asset and wealth managers, Direct helps professional investors search and screen investments, perform competitive analysis, conduct due diligence, and build resilient portfolios. \n\nWith access to over 800,000 investments worldwide, users can explore holdings, exposures, and positions, monitor performance, and generate custom-branded reports at scale. Key features include advanced screening tools, portfolio stress testing, and Presentation Studio for creating impactful, compliant reports. \n\nMorningstar Direct is ideal for portfolio managers, analysts, advisors, and other financial professionals seeking to streamline workflows, enhance decision-making, and communicate insights with clarity.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/2bb04bed-1f6b-4045-90dd-179458caf87e.jpeg","url":"https://www.capterra.com.au/software/1074481/Morningstar-Direct","@id":"https://www.capterra.com.au/software/1074481/Morningstar-Direct#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":251,"ratingValue":4.1},"operatingSystem":"Cloud"},{"@id":"https://www.capterra.com.au/compare/1047544/1074481/diversiview/vs/Morningstar-Direct#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/20010/investment-management/software","@type":"ListItem"},{"name":"Diversiview vs Morningstar Direct","position":3,"item":"https://www.capterra.com.au/compare/1047544/1074481/diversiview/vs/Morningstar-Direct","@type":"ListItem"}]}]}
</script>