---
description: Our free tool can help you get a quick and detailed side-by-side comparison for CircleBlack vs Morningstar Direct. Learn more about each of these software and make the best decision for your business.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: CircleBlack vs Morningstar Direct Comparison | GetApp New Zealand 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [CircleBlack \<span\>vs\</span\> Morningstar Direct](https://www.getapp.co.nz/compare/2061789/2080459/circleblack/vs/morningstar-direct)

# Compare CircleBlack vs Morningstar Direct

Canonical: https://www.getapp.co.nz/compare/2061789/2080459/circleblack/vs/morningstar-direct

> Detailed comparison between CircleBlack 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 | CircleBlack | Morningstar Direct |
| **Overall rating** | - | 4.1/5 |
| **Total Reviews** | 0 | 251 |
| **Starting Price** | - | - |
| **Free Trial** | No | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, Phone Support | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| **Training** | - | Webinars, Documentation, Videos |

## Key features

### CircleBlack

- Activity Dashboard
- Bonds/Stocks
- Client Management
- Client Portal
- Customisable Reports
- Data Import/Export
- Financial Management
- For Investment Advisors
- For Investors & Traders
- Investments Tracking
- 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
- Reporting/Analytics
- Risk Management
- Visual Analytics

## Links

- [View CircleBlack Profile](https://www.getapp.co.nz/software/2061789/circleblack)
- [View Morningstar Direct Profile](https://www.getapp.co.nz/software/2080459/morningstar-direct)
- [View Original Comparison](https://www.getapp.co.nz/compare/2061789/2080459/circleblack/vs/morningstar-direct)

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