AI Buyer Insights:

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● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Michelin, an e2open customer evaluated Oracle Transportation Management

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

List of Morningstar Risk Profile Customers

Morningstar

22 West Washington Street,
Chicago, 60602, IL,
United States

https://www.morningstar.com/

1 312-696-6000

Banking and Financial Services

11115

$2.3B

Since 2010, our global team of researchers has been studying Morningstar Risk Profile 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 Risk Profile for Portfolio and Investment Risk 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 Risk Profile for Portfolio and Investment Risk Management include: Cope Corrales, a United States based Banking and Financial Services organisation with 20 employees and revenues of $5.0 million, Bluesky Wealth Advisors, a United States based Banking and Financial Services organisation with 12 employees and revenues of $2.0 million and many others.

Contact us if you need a completed and verified list of companies using Morningstar Risk Profile, 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 Risk Profile 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
	Bluesky Wealth Advisors	Banking and Financial Services	12	$2M	United States	Morningstar	Morningstar Risk Profile	Portfolio and Investment Risk Management	2025	n/a
	Cope Corrales	Banking and Financial Services	20	$5M	United States	Morningstar	Morningstar Risk Profile	Portfolio and Investment Risk Management	2024	n/a

Showing 1 to 2 of 2 entries

Buyer Intent: Companies Evaluating Morningstar Risk Profile

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Morningstar Risk Profile. Gain ongoing access to real-time prospects and uncover hidden opportunities.

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Logo	Company	Industry	Employees	Revenue	Country	Evaluated
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FAQ - APPS RUN THE WORLD Morningstar Risk Profile Coverage

Morningstar Risk Profile is a Portfolio and Investment Risk Management solution from Morningstar.

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

Organizations such as Cope Corrales and Bluesky Wealth Advisors are recorded users of Morningstar Risk Profile for Portfolio and Investment Risk Management.

Companies using Morningstar Risk Profile are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.

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

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

Customers of Morningstar Risk Profile 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 Risk Profile 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 Risk Management.