--- description: Learn more about Direct Advisory Suite pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Direct Advisory Suite Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [Local SEO Tools](/directory/33515/local-seo-tools/software) > [Direct Advisory Suite](/software/210603/Direct-Advisory-Suite) # Direct Advisory Suite Canonical: https://www.capterra.ca/software/210603/Direct-Advisory-Suite Page: 1 / 2\ Next: [Next page](https://www.capterra.ca/software/210603/Direct-Advisory-Suite?page=2) > All-in-one platform for financial advisors to deliver personalized advice, streamline workflows, and enhance client engagement. > > Verdict: Rated **4.2/5** by 22 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Direct Advisory Suite? Financial advisors, advisory firms, and investment professionals looking to enhance client engagement, navigate compliance, and scale their practices. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 22 Reviews | | Ease of Use | 3.8/5 | Based on overall reviews | | Customer Support Software | 4.0/5 | Based on overall reviews | | Value for Money | 3.7/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Morningstar ## Commercial Context - **Pricing model**: Per Feature - **Pricing Details**: Contact Morningstar for pricing information. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPad (Mobile) - **Supported Languages**: English, French - **Available Countries**: Canada, United States ## Features - Benchmarking - Bonds/Stocks - Client Management - Client Portal - Compliance Tracking - Financial Analysis - Investments Tracking - Performance Metrics - Portfolio Management - Portfolio Rebalancing - Reporting/Analytics - Risk Management Software ## Integrations (9 total) - Envestnet | MoneyGuide - FactSet - Fidelity - Microsoft 365 - Redtail CRM - RightCapital - Salesforce Sales Cloud - Wealthbox CRM - eMoney Advisor ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support ## Category - [Local SEO Tools](https://www.capterra.ca/directory/33515/local-seo-tools/software) ## Related Categories - [Local SEO Tools](https://www.capterra.ca/directory/33515/local-seo-tools/software) - [Investment Management Software](https://www.capterra.ca/directory/20010/investment-management/software) ## Alternatives 1. [Morningstar Direct](https://www.capterra.ca/software/1074481/Morningstar-Direct) — 4.1/5 (278 reviews) 2. [Trade Ideas](https://www.capterra.ca/software/1030960/trade-ideas) — 4.6/5 (38 reviews) 3. [Human Interest](https://www.capterra.ca/software/1013332/human-interest) — 4.0/5 (36 reviews) 4. [Avestor](https://www.capterra.ca/software/1071382/Avestor) — 5.0/5 (9 reviews) 5. [DealCheck](https://www.capterra.ca/software/205089/dealcheck) — 4.8/5 (39 reviews) ## Reviews ### "Intuitive and Efficient" — 4.0/5 > **Mike** | *August 19, 2026* | Investment Management Software | Recommendation rating: 8.0/10 > > **Pros**: Detailed investment analytics, easy to use screener, sensible reporting options for client portfolios. > > **Cons**: Minimal API integration options with my custodian (more of a Custodian issue than a Morningstar one I would argue) > > I use DAS to mainly screen for investments and provide clients with detailed reporting that our custodian doesn't provide by default. It also allows for better planning and scenario building for discussions through the planning module. ----- ### "Direct Advisory Suite Review" — 5.0/5 > **Verified Reviewer** | *August 26, 2026* | Financial Services Software | Recommendation rating: 9.0/10 > > **Pros**: Ease of use when building model portfolios and comparing them to client portfolios. Also, I like the portfolio risk score as it's a great (quick) way to illustrate the risk characteristics to clients. > > **Cons**: I would say the one thing that I disliked about DAS was the excel import feature, especially at first. It wasn't overly clear how to properly import client portfolios. I have since figured that out and it's much easier. > > I would say the overall experience using DAS has been great. It's certainly a step up in terms of coverage compared to competitors and has provided more detail on specific metrics that are important to our team. ----- ### "A Valuable Tool for Building Better Client Portfolios" — 5.0/5 > **Ashley** | *August 20, 2026* | Financial Services Software | Recommendation rating: 10.0/10 > > **Pros**: I like the ability to tailor the type of report I share with clients. I particularly like the comparison report, as it clearly highlights the key differences between a client’s existing portfolio and the recommended portfolio. It makes the information easy for clients to understand and helps demonstrate the value of the recommendation, which can be very effective in winning new business. > > **Cons**: I would like to see the fund code displayed directly on the reports. This would make it much easier to implement the recommendations without having to go back into Morningstar to locate the applicable fund codes. I would also really value having both the Morningstar Star Rating and Medalist Rating displayed on the reports. These are very important to my business. When designing portfolios, presenting recommendations, and earning a client’s trust, I speak to these ratings quite frequently. Having them incorporated directly into the report would help reinforce the quality of the investments being recommended. Similarly, I would love to see recent Lipper Fund Awards highlighted for any funds included in the recommended portfolio. These types of independent ratings, recognitions, and awards tend to resonate with clients and can give them additional confidence and comfort when considering an investment recommendation. Lastly, I think it would be incredibly valuable if Morningstar could provide an overall portfolio rating or scorecard—for example, A+, A, A-, B+, etc. Ideally, this could incorporate factors such as fund quality, diversification, risk-adjusted performance, fees, and the overall construction of the portfolio. Right now, it can be difficult for a client to look at a portfolio and truly understand whether what they currently own—or what is being recommended to them—is a strong, high-quality portfolio. A simple overall score, supported by Morningstar's underlying research and analytics, could make that much easier for clients to understand. I believe these additions would make the reports even more powerful, particularly for advisors using them to communicate recommendations and demonstrate value to clients. I would also say that the annual cost is expensive for an individual advisor. Perhaps it should be considered that the cost be lower for a single advisor and higher for a Team with multiple advisors and associates. > > I do quite like the Direct Advisory Suite. It has been instrumental in earning the trust with clients and winning business. ----- ### "Review fo Direct Advisory Suite" — 4.0/5 > **Mark** | *February 9, 2026* | Financial Services Software | Recommendation rating: 8.0/10 > > **Pros**: Once you familiarize yourself with the various options (and there are a lot of them) the tool is very useful for producting comparatives as well as gettting details about portfolios that you construct. > > **Cons**: Jargon - some items such as the fixed income style boxes are very, very poorly explained. And I don't understand that because the equity style box is well explained. Also there are some many options it takes quite a while, at least for myself, to get to a consistent report that would could be used a majority of the time. Now having that flexiblity is awesome for the special sitautions where either the client makes a specific request for some information or the circumstances dictate it. > > Overall, I find it very helpful. I find the performance tool to be very effective in sifting through some of the performance related commentary that wholesalers provide to get the "true facts" of the situation. It is not that they are necessarily lying but they are presenting their products in the best possible light and if you don't ask the right question they may omitt to fill it in. Howeve, the tool negates that. ----- ### "Good Database" — 4.0/5 > **Jayden** | *August 19, 2026* | Financial Services Software | Recommendation rating: 6.0/10 > > **Pros**: I like the ability to compare investment funds. The database features sufficient information to compare investment products to one another. > > **Cons**: Not a very intuitive interface. Hard to put reports together and adjusting the report is even more difficult. ----- Page: 1 / 2\ Next: [Next page](https://www.capterra.ca/software/210603/Direct-Advisory-Suite?page=2) ## Links - [View on Capterra](https://www.capterra.ca/software/210603/Direct-Advisory-Suite) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data