List of Morningstar Portfolio Manager Customers

Since 2010, our global team of researchers has been studying Morningstar Portfolio Manager 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 Portfolio Manager 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 Portfolio Manager for Portfolio and Investment Management include: TD Asset Management, a Canada based Banking and Financial Services organisation with 3500 employees and revenues of $1.30 billion, RBC Brewin Dolphin, a United Kingdom based Banking and Financial Services organisation with 2186 employees and revenues of $523.0 million, United Capital Financial Advisors, a United States based Banking and Financial Services organisation with 300 employees and revenues of $35.0 million, Marlborough Fund Managers, a United Kingdom based Professional Services organisation with 170 employees and revenues of $17.0 million and many others.

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