List of Morningstar Risk Profile Customers
Chicago, 60602, IL,
United States
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 |
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Bluesky Wealth Advisors | Banking and Financial Services | 12 | $2M | United States | Morningstar | Morningstar Risk Profile | Portfolio and Investment Risk Management | 2025 | n/a |
In 2025, BlueSky Wealth Advisors integrated Morningstar Risk Profile into its client onboarding and financial planning workflow. The deployment positions Morningstar Risk Profile as the firm’s standardized intake instrument within Portfolio and Investment Risk Management, supporting advisory and finance functions for the United States practice. The integration is centered on client onboarding and new-client guidance to capture consistent risk tolerance inputs for advisor use.
Implementation emphasized configuration of the Morningstar Risk Profile to capture validated psychometric risk tolerance and produce structured risk outputs for planning. Those outputs are mapped into the firm’s planning templates and suitability documentation to inform asset-allocation decisions and advisor recommendations. Configuration work focused on questionnaire administration, scoring logic, and advisor-facing profile reports to ensure consistent interpretation across client engagements.
Integration is conducted through BlueSky Wealth Advisors’ client portal, where clients are directed from the firm’s new-client guidance page to complete the Morningstar Risk Profile, and advisor workflows consume the resulting profiles during planning sessions. Operational coverage is the finance and advisory team in the United States, with governance embedded in the firm’s new-client onboarding instructions to require profiler completion as part of suitability documentation. Rollout uses portal prompts and advisor workflow steps to enforce completion and to route profile data into client records for ongoing advisory use.
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Cope Corrales | Banking and Financial Services | 20 | $5M | United States | Morningstar | Morningstar Risk Profile | Portfolio and Investment Risk Management | 2024 | n/a |
In 2024, Cope Corrales implemented Morningstar Risk Profile to support its wealth-management advisory practice. The deployment uses Morningstar Risk Profile within Morningstar’s Direct Advisory Suite, and the application is categorized as Portfolio and Investment Risk Management.
The implementation was configured to drive advisor-client risk conversations and portfolio suitability workflows, with functional emphasis on risk profiling, visualization of client risk comfort versus portfolio risk, suitability assessment, and client review reporting. Morningstar Risk Profile was used to surface comparative risk metrics and visual risk gap charts to advisors during client meetings.
Operationally the solution is applied by Cope Corrales finance and advisory teams in the United States, embedded in the Direct Advisory Suite workflow for onboarding and periodic review conversations. The scope was centered on advisor-facing tools and client review processes rather than enterprise-wide infrastructure changes.
Governance centered on embedding risk visualizations into suitability documentation and advisor review protocols, aligning client conversations to documented risk preferences. According to the Morningstar client success story, the Morningstar Risk Profile implementation improved client retention and review conversations for Cope Corrales.
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