List of Morningstar Advisor Workstation Customers

Morningstar
Location
22 West Washington Street,
Chicago, 60602, IL,
United States
Website
https://www.morningstar.com/
Phone
1 312-696-6000
Artw industry
Banking and Financial Services
Employee
11115
Revenue
$2.3B

Since 2010, our global team of researchers has been studying Morningstar Advisor Workstation customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.

Each quarter our research team identifies companies that have purchased Morningstar Advisor Workstation for Investment Research and Market Intelligence from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.

Companies using Morningstar Advisor Workstation for Investment Research and Market Intelligence include: Manulife Canada, a Canada based Insurance organisation with 11000 employees and revenues of $6.58 billion, CIBC Private Wealth Management US, a United States based Banking and Financial Services organisation with 800 employees and revenues of $300.0 million, United Advisors America, a United States based Banking and Financial Services organisation with 25 employees and revenues of $3.0 million, Northstar Wealth Partners, a United States based Banking and Financial Services organisation with 15 employees and revenues of $3.0 million and many others.

Contact us if you need a completed and verified list of companies using Morningstar Advisor Workstation, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.

The Morningstar Advisor Workstation customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!

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Logo Customer Industry Empl. Revenue Country Vendor Old Product New Product Category When SI
CIBC Private Wealth Management US Banking and Financial Services 800 $300M United States Morningstar Legacy Morningstar Advisor Workstation Investment Research and Market Intelligence 2014 n/a
Manulife Canada Insurance 11000 $6.6B Canada Morningstar Legacy Morningstar Advisor Workstation Investment Research and Market Intelligence 2021 n/a
Northstar Wealth Partners Banking and Financial Services 15 $3M United States Morningstar Legacy Morningstar Advisor Workstation Investment Research and Market Intelligence 2020 n/a
Banking and Financial Services 25 $3M United States Morningstar Legacy Morningstar Advisor Workstation Investment Research and Market Intelligence 2022 n/a
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Buyer Intent: Companies Evaluating Morningstar Advisor Workstation

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FAQ - APPS RUN THE WORLD Morningstar Advisor Workstation Coverage

Morningstar Advisor Workstation is a Investment Research and Market Intelligence solution from Morningstar.

Companies worldwide use Morningstar Advisor Workstation, from small firms to large enterprises across 21+ industries.

Organizations such as Manulife Canada, CIBC Private Wealth Management US, United Advisors America and Northstar Wealth Partners are recorded users of Morningstar Advisor Workstation for Investment Research and Market Intelligence.

Companies using Morningstar Advisor Workstation are most concentrated in Insurance and Banking and Financial Services, with adoption spanning over 21 industries.

Companies using Morningstar Advisor Workstation are most concentrated in Canada and United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Morningstar Advisor Workstation across Americas, EMEA, and APAC.

Companies using Morningstar Advisor Workstation range from small businesses with 0-100 employees - 50%, to mid-sized firms with 101-1,000 employees - 25%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 25%.

Customers of Morningstar Advisor Workstation include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Morningstar Advisor Workstation customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Investment Research and Market Intelligence.