Alternatives to Morningstar Advisor
Other Wealth management software vendors we measure, sorted by how much they publish that Morningstar Advisor does not. This is a comparison of disclosure, not of features or fitness.
12 shown of 25 that differ from Morningstar Advisor on at least one criterion we measured for both. Public transparency score, not a product or security rating.
Morningstar Advisor has 11 gaps in what we could measure: Data processing agreement, Subprocessor list, Data location stated, Public pricing, Certifications named, Uptime SLA with a figure, HTTPS enforced with HSTS, No third-party tracking before consent, security.txt (RFC 9116), Notice before subprocessors change, Named privacy contact. The column “publishes and Morningstar Advisor does not” is the one that closes them.
| Vendor | Score | Publishes, and Morningstar Advisor does not | Morningstar Advisor publishes, and they do not | |
|---|---|---|---|---|
| Orionorion.com | 43/100 | 5 Subprocessor list, Data location stated, Certifications named, +2 | 1 Status page with history | Compare |
| Addeparaddepar.com | 36/100 | 4 Data location stated, Public pricing, HTTPS enforced with HSTS, +1 | 1 Status page with history | Compare |
| Asset-mapasset-map.com | 35/100 | 4 Data location stated, Public pricing, Certifications named, +1 | 1 Status page with history | Compare |
| Betterment Advisorbetterment.com | 26/100 | 4 Public pricing, Certifications named, HTTPS enforced with HSTS, +1 | 1 Status page with history | Compare |
| Holistiplanholistiplan.com | 30/100 | 3 Data location stated, Public pricing, HTTPS enforced with HSTS | 1 Status page with history | Compare |
| Avaloqavaloq.com | 27/100 | 3 Data location stated, HTTPS enforced with HSTS, Named privacy contact | 1 Status page with history | Compare |
| Aixigoaixigo.com | 26/100 | 3 Data location stated, HTTPS enforced with HSTS, Named privacy contact | 1 Status page with history | Compare |
| Ponterapontera.com | 26/100 | 3 Data location stated, Certifications named, HTTPS enforced with HSTS | 1 Status page with history | Compare |
| Nitrogennitrogenwealth.com | 22/100 | 3 Public pricing, Certifications named, HTTPS enforced with HSTS | 1 Status page with history | Compare |
| Emoneyemoneyadvisor.com | 17/100 | 3 Certifications named, HTTPS enforced with HSTS, Named privacy contact | 1 Status page with history | Compare |
| Altruistaltruist.com | 26/100 | 2 Data location stated, Certifications named | nothing | Compare |
| Fnzfnz.com | 22/100 | 2 Data location stated, HTTPS enforced with HSTS | 1 Status page with history | Compare |
Only criteria we could measure for both are counted. Where we could measure one and not the other, the row is silent: that would be a statement about our measurement, not about either vendor. Every single result with its source is on the two profiles.