List of Morningstar Advisor Workstation Customers
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United States
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 | Application | Category | When | SI | Insight |
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CIBC Private Wealth Management US | Banking and Financial Services | 800 | $300M | United States | Morningstar | Morningstar Advisor Workstation | Investment Research and Market Intelligence | 2014 | n/a |
In 2014, CIBC Private Wealth Management US implemented Morningstar Advisor Workstation. The deployment targeted advisor-facing investment research workflows and is aligned with the Investment Research and Market Intelligence category to support research access, portfolio analysis, and client reporting.
The rollout included configuration of Morningstar Advisor Workstation alongside the Morningstar Advisor Portal and the design of custom branded templates for advisor client and prospect meetings. Functional capabilities applied include consolidated investment research, portfolio analytics and modeling, and production of client-ready reports consistent with Investment Research and Market Intelligence platforms.
Operational coverage centered on the US private wealth advisory organization with explicit use by relationship managers, the Investment Committee, the Due Diligence Committee, and the Technology Committee in Chicago. The platform was incorporated into the Reg-9 Annual Investment Review process for discretionary accounts and used to standardize advisor meeting materials and investment due diligence workflows.
Governance and rollout activities were led internally with hosted advisor training sessions to improve efficiencies and to introduce the branded Morningstar Advisor Portal templates, while committee ownership governed research and model review processes. Morningstar Advisor Workstation serves as the primary Investment Research and Market Intelligence application referenced in ongoing advisor workflows and internal role histories.
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Manulife Canada | Insurance | 11000 | $6.6B | Canada | Morningstar | Morningstar Advisor Workstation | Investment Research and Market Intelligence | 2021 | n/a |
In 2021, Manulife Canada implemented Morningstar Advisor Workstation, now Direct Advisory Suite, as part of its Investment Research and Market Intelligence tooling to streamline product due diligence and KYP workflows and to create automatic audit trails to support compliance with Canada’s Client Focused Reforms. Morningstar Advisor Workstation was used to centralize investment research and to operationalize KYP obligations within the wealth-management organization. The implementation narrative references the product by name to clarify the relationship Manulife Canada Morningstar Advisor Workstation Investment Research and Market Intelligence compliance.
Configuration emphasized due-diligence and KYP module usage along with portfolio analytics capabilities, leveraging the tailored due-diligence tools and integrated compliance workflows described in the case study for the Canadian wealth-management team. The deployment embedded automated audit trail creation into case workflows and configured portfolio analytics to feed product assessment and suitability reviews. Functional terminology aligns with Investment Research and Market Intelligence workflows, including research repository, KYP workflow orchestration, and portfolio analytics for advisor decision support.
Operational coverage focused on Manulife Wealth’s Canadian wealth-management group and governance concentrated on reshaping KYP processes to meet Client Focused Reforms requirements, with auditability built into review and approval steps. The implementation connected product due diligence, suitability review, and compliance reporting as primary business functions impacted, creating standardized workflows for advisors and compliance reviewers. No system integrator was specified, and outcomes stated in the project context are limited to streamlined due diligence, KYP workflow automation, and automatic audit trail generation.
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Northstar Wealth Partners | Banking and Financial Services | 15 | $3M | United States | Morningstar | Morningstar Advisor Workstation | Investment Research and Market Intelligence | 2020 | n/a |
In 2020, Northstar Wealth Partners implemented Morningstar Advisor Workstation. The deployment targeted advisor-facing analytics and client engagement workflows within the Investment Research and Market Intelligence category, supporting comparative analysis used in client meetings to assess progress against financial goals.
Northstar Wealth Partners uses Morningstar Advisor Workstation for investment research, portfolio modeling and proposal generation. Configuration emphasized advisor dashboards, model portfolio construction and templated proposal workflows to support daily comparative analysis and advisor-facing presentations.
Rollout covered the firm’s advisory team and client-facing processes, with governance focused on consistent proposal templates and standardized analytics to ensure transparency in client conversations. Morningstar Advisor Workstation is used operationally to show clients where they stand relative to goals and to build trust through transparent investment analytics.
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Banking and Financial Services | 25 | $3M | United States | Morningstar | Morningstar Advisor Workstation | Investment Research and Market Intelligence | 2022 | n/a |
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