Morningstar Principia Customers List

Morningstar Principia is one of the leading financial software highly trusted by software professionals. The features of this solution are due diligence center, new editorial content, marketplace, instant. This software greatly helps financial planners with its advanced analytical tools. The advisor can use it whenever they need it. The solution also helps asset managers, and retirement professionals. It offers personalized saving strategies.

Besides that, the software is also used in education industry. A large number of customers are from United States followed by United Kingdom. And they are primarily small and mid-sized businesses.

It has 12 modules that cover variable annuities, mutual funds, exchanged traded funds, separate accounts and many more. The solution combines proprietary research, analytical capabilities and data. It combines it with the communication tools. It has some special modules such as defined contribution plan, hypotheticals, asset allocation and others. The software offers professional investment management solutions. It includes the compilation of a complete set of data for different purposes such as market, stocks and funds. The software significantly reduces the risk in process which finance professionals execute during different financial activities.

The solution has different proprietary portfolio tools that help investors at all levels. It gives best tools to execute portfolio analysis and investment research to finance executives working in an organization.

It helps build a powerful workflow for investment plan. The software evaluates different security types for finding the right investment. It helps in the seamless experience for the user.

The solution has different platforms such as advisor workstation for financial advisors and direct for institutional professionals.

The benefits are that it helps manage ongoing portfolio and research. It simplifies the historical data research. The historical data researches are one-time historical release, archive explorer.

  • Number of Companies Using Morningstar Principia – 2,361
  • Total Contacts Available – 17,180

Companies that use Morning Principia

Company Name Website Location Revenue
Invesco US www.invesco.com United States 7 Billion
Merrill Lynch www.ml.com United States 5 Billion
NEPC, LLC www.nepc.com United States 2 Billion
Prudential Financial www.prudential.com United States $1 Billion
UBS www.ubs.com United States $1 Billion

Companies Using Morningstar Principia, Market Share & Customers List

Banking Software Market Share (in %)

Company Name Market Share
Misys 27%
Temenos 17%
I-flex 10%
Xero 8.86%
Fiserv 7%
London Bridge 6%
Alnova 5%
Silverlake 5%
Unisys 4%
Fincentric 3%
Sanchez 3%
Infosys 3%
BML Istisharat 3%
FNS 2%
System Access 2%
Fidelity 2%
Other 1%

Morningstar Principia Customers by Industry

Company Name Market Share
Financial Services 51.9%
Higher Education 9.1%
Banking 9%
Computer Software 8.6%
Insurance 7.1%
Investment Management 5.4%
Real Estate 2.4%
Education Management 2.3%
Accounting 2.2%
Marketing and Advertising 1.9%

Records Available by Segment

Total Contacts Total Postal Universe Total Emails Available Total Phone Numbers
17,180 17,180 13,562 14,308

Please submit your requirement below and we will get in touch with you shortly.!