List of Morningstar Direct Customers

Since 2010, our global team of researchers has been studying Morningstar Direct 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 Direct for Portfolio and Investment Management 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 Direct for Portfolio and Investment Management include: BMO Nesbitt Burns, a Canada based Banking and Financial Services organisation with 2000 employees and revenues of $3.24 billion, Northern Trust Asset Management, a United States based Banking and Financial Services organisation with 1000 employees and revenues of $1.20 billion, Aviva Investors, a United Kingdom based Banking and Financial Services organisation with 1000 employees and revenues of $448.0 million, Sterling Capital Management, a Guardian Capital Group Company, a United States based Banking and Financial Services organisation with 181 employees and revenues of $120.0 million, Scotia Funds, a Canada based Banking and Financial Services organisation with 60 employees and revenues of $10.0 million and many others.

Contact us if you need a completed and verified list of companies using Morningstar Direct, 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 Direct 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!