List of Morningstar Research Portal Customers
Chicago, 60602, IL,
United States
Since 2010, our global team of researchers has been studying Morningstar Research Portal 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 Research Portal for Analytics and BI 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 Research Portal for Analytics and BI include: American Express, a United States based Banking and Financial Services organisation with 75100 employees and revenues of $65.95 billion, Ameriprise Financial, a United States based Banking and Financial Services organisation with 13800 employees and revenues of $15.54 billion, Raymond James & Associates, a United States based Banking and Financial Services organisation with 19000 employees and revenues of $12.64 billion, Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion and many others.
Contact us if you need a completed and verified list of companies using Morningstar Research Portal, 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 Research Portal 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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American Express | Banking and Financial Services | 75100 | $65.9B | United States | Morningstar | Morningstar Research Portal | Analytics and BI | 2022 | n/a |
In 2022, American Express was named in Morningstar enterprise licensing disclosures as an organization whose associated financial advisors are authorized to use Morningstar Advisor Workstation for investment research and planning in the United States. Since Morningstar integrated Research Portal into Advisor Workstation in December 2022, access to Morningstar Research Portal for American Express advisors is inferred from that existing enterprise licensing relationship. The Morningstar Research Portal is being consumed within an Analytics and BI context to support advisor-led investment research workflows and planning.
Implementation signals point to embedding Morningstar Research Portal capabilities into Advisor Workstation to surface research content and analytics directly into advisor workflows. Functional modules aligned to this Analytics and BI deployment include investment research content, portfolio analytics, screening and data visualization, and report generation to support advisor planning use cases. Operational coverage is scoped to associated financial advisors in the United States and governed through Morningstar enterprise licensing and advisor entitlement controls, with access and user provisioning managed under the existing enterprise license relationship.
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Ameriprise Financial | Banking and Financial Services | 13800 | $15.5B | United States | Morningstar | Morningstar Research Portal | Analytics and BI | 2022 | n/a |
In 2022, Ameriprise Financial provisioned enterprise access to Morningstar Research Portal. Morningstar Research Portal is part of Ameriprise's Morningstar advisor products licensing and supports the firm's US financial advisors with investment research, portfolio analytics, and proposal generation, classified in the Analytics and BI category.
Morningstar integrated Research Portal into Advisor Workstation in December 2022, therefore Research Portal access for Ameriprise enterprise users is inferred from their Advisor Workstation relationship. The deployment is surfaced inside Advisor Workstation to provide workflow level access to research content, portfolio analytics modules, and proposal generation capabilities. Access and provisioning are governed through Ameriprise's enterprise licensing and Advisor Workstation account administration to align research workflows with advisor client proposal processes.
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Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | Morningstar | Morningstar Research Portal | Analytics and BI | 2014 | n/a |
In 2014 Franklin Templeton deployed the Morningstar Research Portal as part of its Analytics and BI capabilities for advisor-facing research and portfolio analysis. The Morningstar Research Portal was implemented as an analytics workspace used by internal advisor consultants and distribution teams to support outreach, retention, and model portfolio campaigns.
Functional configuration emphasized diagnostics, traffic lights, and portfolio comparison tools, enabling security-level analysis, model portfolio assessment, and screening for SMA and ETF opportunities. The Morningstar Research Portal was configured to support campaign workflows for model portfolios, SMAs, ETFs, and DCIO product initiatives and to generate standardized diagnostic reports and portfolio comparisons for advisor conversations.
Operational coverage included advisor outreach and retention workflows, notably by Internal Advisor Consultants managing a network of advisors in Louisiana and Mississippi. Consultants ran diagnostics, traffic lights, and portfolio comparisons for advisors and frequently delivered virtual presentations to the advisor community to drive campaign adoption and product conversations.
Governance and workflow adjustments concentrated on coordinating SMA, ETF, and DCIO specialists with consultant-led campaign activity, using portal outputs to populate advisor-facing materials and standardize engagement templates. Reporting standards and diagnostic templates were applied to align specialist collaboration and to operationalize analytics into sales and retention processes.
Internal notes indicate that use of the Morningstar Research Portal supported campaign initiatives that contributed to opening the first SMA in over three years within the territory, managing approximately $325M in annual advisor assets, and achieving an average of 110% of monthly goals. These items reflect adoption of Morningstar Research Portal functionality within Franklin Templeton advisor marketing and retention operations.
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Banking and Financial Services | 19000 | $12.6B | United States | Morningstar | Morningstar Research Portal | Analytics and BI | 2022 | n/a |
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