Morningstar

22 West Washington Street,
Chicago, 60602, IL,
United States

https://www.morningstar.com/

1 312-696-6000

Banking and Financial Services

Morningstar Technographics

Morningstar Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Morningstar and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 11334 Morningstar employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Morningstar has purchased the following applications: 6sense Account Engagement Platform for Account Based Marketing in 2021, Microsoft Power BI for Analytics and BI in 2014, Amazon EC2 for Application Hosting and Computing Services in 2018 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Morningstar is running and its propensity to invest more and deepen its relationship with 6sense , Adobe Systems , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Morningstar revenues, which have grown to $2.04 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Morningstar intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Morningstar Data, Technology Stack, and Enterprise Applications

CRM

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
6sense	Legacy	6sense Account Engagement Platform	Account Based Marketing	CRM	n/a	2021	2021
Subscribe	Subscribe	Subscribe	Account Based Marketing, Sales Engagement	CRM	Subscribe	2021	2021
Subscribe	Subscribe	Subscribe	Customer Experience	CRM	Subscribe	2015	2015
Subscribe	Subscribe	Subscribe	Customer Experience	CRM	Subscribe	2016	2016
Subscribe	Subscribe	Subscribe	Customer Experience	CRM	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Digital Advertising Platform	CRM	Subscribe	2015	2015
Subscribe	Subscribe	Subscribe	Digital Advertising Platform	CRM	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Marketing Analytics	CRM	Subscribe	2015	2015
Subscribe	Subscribe	Subscribe	Marketing Automation	CRM	Subscribe	2021	2021
Subscribe	Subscribe	Subscribe	Sales Automation, CRM, Sales Engagement	CRM	Subscribe	2017	2017

Analytics and BI

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Microsoft	Legacy	Microsoft Power BI	Analytics and BI	Analytics and BI	n/a	2014	2018
Subscribe	Subscribe	Subscribe	Analytics and BI	Analytics and BI	Subscribe	2015	2018

IaaS

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Amazon Web Services (AWS)	Legacy	Amazon EC2	Application Hosting and Computing Services	IaaS	n/a	2018	2018
Subscribe	Subscribe	Subscribe	Content Delivery Network	IaaS	Subscribe	2014	2014
Subscribe	Subscribe	Subscribe	Content Delivery Network	IaaS	Subscribe	2017	2017
Subscribe	Subscribe	Subscribe	Content Delivery Network	IaaS	Subscribe	2020	2020
Subscribe	Subscribe	Subscribe	Identity and Access Management (IAM)	IaaS	Subscribe	2021	2021
Subscribe	Subscribe	Subscribe	Secure Email Gateways (SEGs)	IaaS	Subscribe	2015	2015

ITSM

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Application Performance Management	ITSM	Subscribe	2011	2011
Subscribe	Subscribe	Subscribe	Incident Management	ITSM	Subscribe	2020	2020
Subscribe	Subscribe	Subscribe	IT Service Management	ITSM	Subscribe	2021	2021

Collaboration

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Audio Video and Web Conferencing	Collaboration	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Collaboration	Collaboration	Subscribe	2017	2017
Subscribe	Subscribe	Subscribe	Collaboration	Collaboration	Subscribe	2020	2020

HCM

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Compensation Management	HCM	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Core HR	HCM	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Payroll	HCM	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Recruiting, Applicant Tracking System	HCM	Subscribe	2018	2018

Content Management

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Digital Asset Management	Content Management	Subscribe	2015	2015

ERP Financial Management

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	ERP Financial	ERP Financial Management	Subscribe	2018	2018
Subscribe	Subscribe	Subscribe	Expense Management	ERP Financial Management	Subscribe	2015	2015
Subscribe	Subscribe	Subscribe	Expense Management	ERP Financial Management	Subscribe	2014	2014
Subscribe	Subscribe	Subscribe	Payment Processing	ERP Financial Management	Subscribe	2020	2020
Subscribe	Subscribe	Subscribe	Payment Processing	ERP Financial Management	Subscribe	2020	2020

TRM

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Governance, Risk and Compliance	TRM	Subscribe	2018	2018

SPM

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Incentive Compensation Management	SPM	Subscribe	2016	2016

Procurement

Vendor	Old Product	New Product	Category	Market	VAR/SI	When	Live
Subscribe	Subscribe	Subscribe	Procurement	Procurement	Subscribe	2014	2014
Subscribe	Subscribe	Subscribe	Supplier Relationship Management	Procurement	Subscribe	2014	2014

IT Decision Makers and Key Stakeholders at Morningstar

First Name	Last Name	Title	Function	Department	Email	Phone
Subscribe	Subscribe	Global Head of Talent & Culture, Quality and Transformation	Director	HR	Subscribe	Subscribe
Subscribe	Subscribe	Head of Talent Acquisition and Operations	Director	HR	Subscribe	Subscribe
Subscribe	Subscribe	Global Benefits Leader	Manager	HR	Subscribe	Subscribe
Subscribe	Subscribe	HR Operations Manager	Manager	HR	Subscribe	Subscribe
Subscribe	Subscribe	Business Intelligence & Operations Marketing Manager	Manager	IT	Subscribe	Subscribe
Subscribe	Subscribe	Global Data Director - Americas	Director	IT	Subscribe	Subscribe
Subscribe	Subscribe	Managing Director IT	Director	Finance	Subscribe	Subscribe
Subscribe	Subscribe	Chief Revenue Officer	CXO	Finance	Subscribe	Subscribe
Subscribe	Subscribe	Vice President, Sales	VP	Sales	Subscribe	Subscribe
Subscribe	Subscribe	Senior Vice President - Head of Sales	VP	Sales	Subscribe	Subscribe
Subscribe	Subscribe	COO, Investment Management	CXO	Investment	Subscribe	Subscribe
Subscribe	Subscribe	Director of Operations	Director	Finance	Subscribe	Subscribe
Subscribe	Subscribe	Chief Executive Officer	CXO	Finance	Subscribe	Subscribe
Subscribe	Subscribe	Director of Global Sales Operations	Director	Sales	Subscribe	Subscribe
Subscribe	Subscribe	Director of Human Resources	Director	HR	Subscribe	Subscribe
Subscribe	Subscribe	Payroll, AP & Expense Reimbursement Manager	Manager	Finance	Subscribe	Subscribe
Subscribe	Subscribe	Senior Procurement Manager	Manager	Procurement	Subscribe	Subscribe
Subscribe	Subscribe	Global Procurement Manager	Manager	Procurement	Subscribe	Subscribe
Subscribe	Subscribe	Chief Information Officer	CXO	IT	Subscribe	Subscribe
Subscribe	Subscribe	Chief Financial Officer	CXO	Finance	Subscribe	Subscribe
Subscribe	Subscribe	Regional Sales Director	Director	Sales	Subscribe	Subscribe
Subscribe	Subscribe	Vice President Sales	VP	Sales	Subscribe	Subscribe
Subscribe	Subscribe	AVP of Sales	VP	Sales	Subscribe	Subscribe
Subscribe	Subscribe	Index Sales Director	Director	Sales	Subscribe	Subscribe
Subscribe	Subscribe	Talent Acquisition Manager	Manager	HR	Subscribe	Subscribe
Subscribe	Subscribe	Talent Acquisition Manager	Manager	HR	Subscribe	Subscribe
Subscribe	Subscribe	Sales Operations Manager	Manager	Sales	Subscribe	Subscribe
Subscribe	Subscribe	Senior Sales Operations Analyst	Manager	Sales	Subscribe	Subscribe
Subscribe	Subscribe	Chief People Officer	CXO	HR	Subscribe	Subscribe
Subscribe	Subscribe	Director HR	Director	HR	Subscribe	Subscribe
Subscribe	Subscribe	Director of Global Workforce Planning	Director	HR	Subscribe	Subscribe
Subscribe	Subscribe	Global Head of Talent Management	Director	HR	Subscribe	Subscribe
Subscribe	Subscribe	Senior Manager, Global HRIS	Manager	HR	Subscribe	Subscribe

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Apps Being Evaluated by Morningstar Executives

Date	Company	Status	Vendor	Product	Category	Market
No data found

Morningstar Technographics

CRM

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Analytics and BI

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IaaS

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ITSM

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Collaboration

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HCM

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Content Management

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ERP Financial Management

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TRM

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