List of Morningstar Portfolio Manager 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 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 2200 employees and revenues of $617.0 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!

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Logo Customer Industry Empl. Revenue Country Vendor Old Product New Product Category When SI
Marlborough Fund Managers Professional Services 170 $17M United Kingdom Morningstar Legacy Morningstar Portfolio Manager Portfolio and Investment Management 2018 n/a
RBC Brewin Dolphin Banking and Financial Services 2200 $617M United Kingdom Morningstar Legacy Morningstar Portfolio Manager Portfolio and Investment Management 2019 n/a
TD Asset Management Banking and Financial Services 3500 $1.3B Canada Morningstar Legacy Morningstar Portfolio Manager Portfolio and Investment Management 2014 n/a
Banking and Financial Services 300 $35M United States Morningstar Legacy Morningstar Portfolio Manager Portfolio and Investment Management 2017 n/a
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Buyer Intent: Companies Evaluating Morningstar Portfolio Manager

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FAQ - APPS RUN THE WORLD Morningstar Portfolio Manager Coverage

Morningstar Portfolio Manager is a Portfolio and Investment Management solution from Morningstar.

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

Organizations such as TD Asset Management, RBC Brewin Dolphin, United Capital Financial Advisors and Marlborough Fund Managers are recorded users of Morningstar Portfolio Manager for Portfolio and Investment Management.

Companies using Morningstar Portfolio Manager are most concentrated in Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.

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

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

Customers of Morningstar Portfolio Manager 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 Portfolio Manager customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.