List of Morningstar Portfolio Manager Customers
Chicago, 60602, IL,
United States
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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Marlborough Fund Managers | Professional Services | 170 | $17M | United Kingdom | Morningstar | Morningstar Portfolio Manager | Portfolio and Investment Management | 2018 | n/a |
In 2018, Marlborough Fund Managers implemented Morningstar Portfolio Manager to support Portfolio and Investment Management across its fund operations. The Morningstar Portfolio Manager deployment was positioned to centralize fund risk, compliance and performance reporting for nearly 100 UCITS and NURS funds, aligning the application with the company risk team, fund managers and board reporting cycles.
Morningstar Portfolio Manager was configured to surface compliance monitoring for COLL regulations, daily limit checks against prospectus investment objectives, and Investment Association sector monitoring. The implementation also covered risk metric calculation, liquidity analysis, monthly stress testing and performance attribution reporting, enabling structured workflows for counterparty risk assessments and AIFMD transparency returns.
The deployment integrated with existing operational tooling, including FundWare, StatPro and InvestOne, and it was connected into internal pricing and dealing systems to support root cause analysis and operational reconciliations. Operational coverage extended across the risk team, pricing and dealing, fund management and the projects team, with the system serving as the primary Portfolio and Investment Management data hub for compliance and oversight.
Governance changes introduced with the Morningstar Portfolio Manager rollout included daily monitoring and escalation workflows to support FCA reporting, formal procedure reviews, and structured training and mentoring to reduce single person dependencies. The rollout process also embedded the platform into new product launch reviews, for example the ESG OEIC launch which required new monitoring procedures and regulatory checks managed through the platform.
|
 |
RBC Brewin Dolphin | Banking and Financial Services | 2200 | $617M | United Kingdom | Morningstar | Morningstar Portfolio Manager | Portfolio and Investment Management | 2019 | n/a |
In 2019, RBC Brewin Dolphin deployed Morningstar Portfolio Manager within its Portfolio and Investment Management environment to support front-office portfolio construction and monitoring. The Morningstar Portfolio Manager implementation was centered on the Leeds investment team and was applied to portfolios comprised of physical and multi manager fund assets totaling approximately £250m in assets under management.
Configuration emphasized portfolio analytics and reporting, holdings aggregation, performance attribution, and asset allocation modeling consistent with Portfolio and Investment Management functional expectations. Morningstar Portfolio Manager was used alongside Eikon, FE Analytics and the firm’s proprietary software to consolidate research inputs and to populate analytical workflows used by portfolio staff.
Operational coverage included Portfolio Manager, Associate Portfolio Manager and Portfolio Management Assistant roles within the Leeds office, and the tool was instrumented for collaboration with Client Relationship Managers to design and manage bespoke client mandates. The Leeds Investment Committee leveraged the system to develop internal models aligned to tactical asset allocation and to evaluate fund appropriateness within defined risk categories.
Governance integration focused on embedding mandate controls for performance expectations, investment guidelines, risk parameters and regulatory requirements into day to day portfolio management processes. The deployment supported documented investment process enhancements and served as a primary platform for research driven decision making across the local branch investment function.
|
 |
TD Asset Management | Banking and Financial Services | 3500 | $1.3B | Canada | Morningstar | Morningstar Portfolio Manager | Portfolio and Investment Management | 2014 | n/a |
In 2014, TD Asset Management implemented Morningstar Portfolio Manager as a core Portfolio and Investment Management tool to support model-driven investing and advisor-facing analytics. Morningstar Portfolio Manager was used to manage segregated fixed income and equity models, US mutual fund models, and ETF models for TD Wealth USA clients, linking portfolio construction to trading execution and model governance.
Configuration focused on portfolio modeling, trade design, and rebalancing workflows, with Morningstar Portfolio Manager serving as the central environment for constructing large block trades, modeling cash inflows and outflows, and preparing presentation-quality analytics. Functional workflows included model maintenance, trade simulation for Unified Managed Account executions, multi-currency trade handling, and production of senior management and client-ready reports.
The implementation operated alongside data and research sources explicitly used by the team, including Bloomberg, Morningstar research, InvestEdge, FIS TrustDesk, and APL, with Morningstar Portfolio Manager used in conjunction with those systems to inform trade decisions and portfolio analysis. Operational coverage emphasized coordination between TDAM USA and TD Wealth USA, supporting Institutional Sales, U.S. Investment Advisors, and Wealth Advisors on model changes, rebalancing services, and RFP modeling.
Governance and process workstreams were formalized through authored TDAM policies and procedures that standardized preparation, exception handling, and pre-close error remediation. The governance emphasis supported advisor education on rebalancing frequencies and customization, while analysts used Morningstar Portfolio Manager outputs to advise on asset allocation, special securities, and monthly portfolio reviews, with policies explicitly aimed at maximizing preparation and lowering error rates.
|
 |
|
Banking and Financial Services | 300 | $35M | United States | Morningstar | Morningstar Portfolio Manager | Portfolio and Investment Management | 2017 | n/a |
|
Buyer Intent: Companies Evaluating Morningstar Portfolio Manager
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||