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 | www.invesco.com | United States | 7 Billion |
| Merrill Lynch | www.ml.com | United States | 5 Billion |
| NEPC, LLC | www.nepc.com | United States | 2 Billion |
| Prudential Financial | www.prudential.com | United States | $1 Billion |
| UBS | www.ubs.com | United States | $1 Billion |
Companies Using Morningstar Principia, Market Share & Customers List
Banking Software Market Share (in %)
Number of Morningstar Principia Customers Based on Different Selects
Morningstar Principia Customers by Country
Morningstar Principia Customers by State-wise in the USA
Morningstar Principia Customers by Industry
Morningstar Principia Customers by Revenue
Morningstar Principia Customers by Employee Size
Records Available by Segment
17,180
Total Contacts
17,180
Total Postal Universe
13,562
Total Emails Available
14,308
Total Phone Numbers