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Morningstar Principia

Morningstar Principia is one of the leading financial software highly trusted by software professionals. The features of this solution are due diligence center, new editorial content, marketplace, instant. This software greatly helps financial planners with its advanced analytical tools. The advisor can use it whenever they need it. The solution also helps asset managers, and retirement professionals. It offers personalized saving strategies.

Besides that, the software is also used in education industry. A large number of customers are from United States followed by United Kingdom. And they are primarily small and mid-sized businesses.

It has 12 modules that cover variable annuities, mutual funds, exchanged traded funds, separate accounts and many more. The solution combines proprietary research, analytical capabilities and data. It combines it with the communication tools. It has some special modules such as defined contribution plan, hypotheticals, asset allocation and others. The software offers professional investment management solutions. It includes the compilation of a complete set of data for different purposes such as market, stocks and funds. The software significantly reduces the risk in process which finance professionals execute during different financial activities.

The solution has different proprietary portfolio tools that help investors at all levels. It gives best tools to execute portfolio analysis and investment research to finance executives working in an organization.

It helps build a powerful workflow for investment plan. The software evaluates different security types for finding the right investment. It helps in the seamless experience for the user.

The solution has different platforms such as advisor workstation for financial advisors and direct for institutional professionals.

The benefits are that it helps manage ongoing portfolio and research. It simplifies the historical data research. The historical data researches are one-time historical release, archive explorer.

Companies that use Morning Principia

Company Name Website Location Revenue
Invesco US United States 7 Billion
Merrill Lynch United States 5 Billion
NEPC, LLC United States 2 Billion
Prudential Financial United States $1 Billion
UBS United States $1 Billion

Companies Using Morningstar Principia, Market Share & Customers List

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Morningstar Principia Customers by State-wise in the USA

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