---
description: Compare Diligent Equity vs Morningstar Direct. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Diligent Equity vs Morningstar Direct Comparison - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Equity Management Software](/directory/31561/equity-management/software) > [Diligent Equity \<span\>vs\</span\> Morningstar Direct](https://www.capterra.ca/compare/179921/1074481/truequity/vs/Morningstar-Direct)

# Compare Diligent Equity vs Morningstar Direct

Canonical: https://www.capterra.ca/compare/179921/1074481/truequity/vs/Morningstar-Direct

> Detailed comparison between Diligent Equity 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 | Diligent Equity | Morningstar Direct |
| **Overall rating** | 3.7/5 | 4.1/5 |
| **Total Reviews** | 12 | 251 |
| **Starting Price** | - | - |
| **Free Trial** | Yes | No |
| **Free Version** | Yes | No |
| **Deployment** | Cloud, SaaS, Web-based | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support |
| **Training Software** | In Person, Live Online, Webinars, Documentation, Videos | Webinars, Documentation, Videos |

## Best for

### Diligent Equity

Private companies, Venture Capital, Private Equity and Service Providers.

### Morningstar Direct

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

## Key features

### Diligent Equity

- API
- Benchmarking
- Cap Table Management
- Customizable Reports
- Data Import/Export
- Deal Management
- Financial Analysis
- Financial Management Software
- Financial Modeling
- For Investment Advisors
- For Investors & Traders
- Fund Management
- Investments Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Real-Time Data
- Reporting/Analytics
- Visual Analytics

### Morningstar Direct

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

## Links

- [View Diligent Equity Profile](https://www.capterra.ca/software/179921/truequity)
- [View Morningstar Direct Profile](https://www.capterra.ca/software/1074481/Morningstar-Direct)
- [View Original Comparison](https://www.capterra.ca/compare/179921/1074481/truequity/vs/Morningstar-Direct)

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