List of Morningstar Principia Customers
Chicago, 60602, IL,
United States
Since 2010, our global team of researchers has been studying Morningstar Principia 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 Principia 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 Principia for Investment Research and Market Intelligence include: Pwc United States, a United States based Professional Services organisation with 75000 employees and revenues of $11.23 billion, MassMutual, a United States based Insurance organisation with 11000 employees and revenues of $10.70 billion, CBIZ, a United States based Professional Services organisation with 6500 employees and revenues of $1.41 billion and many others.
Contact us if you need a completed and verified list of companies using Morningstar Principia, 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 Principia 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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CBIZ | Professional Services | 6500 | $1.4B | United States | Morningstar | Morningstar Principia | Investment Research and Market Intelligence | 2004 | n/a |
In 2004, CBIZ implemented Morningstar Principia. The deployment used Morningstar Principia as an Investment Research and Market Intelligence application to support financial-planning and investment-research tasks for advisors and planners in the United States. The engagement positioned Principia as the central research and modeling tool for advisory workflows within CBIZ.
Configuration emphasized Principia Mutual Funds and Asset Allocation capabilities, with inferred use of fund screening, holdings-level analytics, portfolio modeling, performance analysis, and scenario-based asset allocation tools consistent with Principia functionality. These modules were applied to generate model portfolios, support advisor research, and produce planning scenarios for financial planners and investment teams.
Operational scope centered on CBIZ advisory and financial planning teams across the United States, embedding Morningstar Principia into day-to-day investment research and planning processes. The implementation connected research outputs and model construction to advisor workflows, aligning the Investment Research and Market Intelligence application with CBIZ business functions for advice and portfolio design.
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MassMutual | Insurance | 11000 | $10.7B | United States | Morningstar | Morningstar Principia | Investment Research and Market Intelligence | 2004 | n/a |
In 2004, MassMutual implemented Morningstar Principia to support advisor and wealth-management teams in the United States. Morningstar Principia was deployed as an Investment Research and Market Intelligence solution for investment research and portfolio-analysis work across advisory functions.
The implementation centered on portfolio analysis workflows, with usage consistent with Morningstar Principia capabilities such as mutual fund screening, portfolio construction and asset allocation modeling, and advisor-facing analytics and reporting. Configuration emphasized investment research data ingestion and portfolio modeling tools that feed advisor decision workflows and client reporting.
Operational scope focused on MassMutual advisor and wealth-management teams, where Principia supported investment research, portfolio construction and advisor reporting processes. Public documentation lists MassMutual among Principia advisory users, the implementation narrative therefore emphasizes application modules and advisory function coverage rather than specific system integrations or partner roles.
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Pwc United States | Professional Services | 75000 | $11.2B | United States | Morningstar | Morningstar Principia | Investment Research and Market Intelligence | 2004 | n/a |
In 2004, Pwc United States implemented Morningstar Principia to support advisor-facing portfolio analysis and investment research workflows. Morningstar Principia is described as an Investment Research and Market Intelligence application used to underpin PricewaterhouseCoopers financial-advisory and investment-research activities in the United States.
Module usage is inferred from public reporting to include Principia Mutual Funds and Asset Allocation functionality, with capabilities aligned to mutual fund screening, portfolio-level analytics, model portfolio construction, and advisor-facing reporting. The deployment emphasized research database access and portfolio analytics tools within the Morningstar Principia application to enable consistent fund selection and asset allocation analysis.
Operational scope focused on PwC United States financial-advisory and investment-research teams, where Morningstar Principia was embedded into analyst research workflows and advisor deliverable production. Governance implications include standardized research and reporting processes, centralized access to Morningstar Principia data for consistent advisor-facing outputs, and role-based access for research analysts and advisory staff to support portfolio analysis and client-facing recommendations.
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Buyer Intent: Companies Evaluating Morningstar Principia
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