---
description: Side-by-side comparison of FactSet vs Morningstar Direct. Learn more about each of the product's price, features, and see the most comprehensive reviews for UK business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: FactSet vs Morningstar Direct Comparison - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Financial Services Software](/directory/31123/financial-services/software) > [FactSet \<span\>vs\</span\> Morningstar Direct](https://www.capterra.co.uk/compare/176269/1074481/factset/vs/Morningstar-Direct)

# Compare FactSet vs Morningstar Direct

Canonical: https://www.capterra.co.uk/compare/176269/1074481/factset/vs/Morningstar-Direct

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

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## At a Glance

| Metric | FactSet | Morningstar Direct |
| **Overall rating** | 4.9/5 | 4.1/5 |
| **Total Reviews** | 9 | 251 |
| **Starting Price** | - | - |
| **Free Trial** | Yes | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| **Training** | In Person, Live Online, Webinars, Documentation | Webinars, Documentation, Videos |

## Best for

### FactSet

Investment management solutions designed for investment bankers, asset owners, buy-side traders, client service and marketing professionals, financial advisors, information technologists and more.

### Morningstar Direct

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

## Key features

### FactSet

- API
- Accounting
- Benchmarking
- Bonds/Stocks
- Client Portal
- Compliance Tracking
- Data Import/Export
- Data Visualisation
- Financial Analysis
- For Investment Advisors
- For Investors & Traders
- Generative AI
- Investment Research
- Investments Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Risk Management

### 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
- Risk Management

## Links

- [View FactSet Profile](https://www.capterra.co.uk/software/176269/factset)
- [View Morningstar Direct Profile](https://www.capterra.co.uk/software/1074481/Morningstar-Direct)
- [View Original Comparison](https://www.capterra.co.uk/compare/176269/1074481/factset/vs/Morningstar-Direct)

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