Home Reviews Analytical Software Morningstar Principia

Morningstar Principia

0.0 (0)

October 02, 2010 Hits: 1164

Company Info
Software Overview
Features
Pricing & Support
Integrations
Security

Company Info

Company Name:	Morningstar
Data Last Updated:	October 02, 2010
Data Verified by Company:	No
Website:	www.corporate.morningstar.com
Contact Email:	This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:	(866) 705-5551
Year Founded	1991
Number of Employees:	800

Software Overview

Format:	Desktop
Size of Firms Targeted:	$0-$100mil AUM $101-$200mil AUM $201-$300mil AUM $301-$500mil AUM $501-$1bb AUM $1bb AUM and Up
Target Market:	Investment Manager Wealth Manager
Number of Firms Using:	8,000

ANAL Features

Primary Functionality:	Investments
Analyzes:	Asset Classes Individual Risk Tolerance Individual Securities Portfolios
Other Functionality:	Asset Allocation Benchmarking Comparisons Diversification Investment Proposals Monte Carlo Simulation Portfolio Optimization Projections Returns Risk Volatility
Number of Reports:	50

Pricing

Pricing Based By:	License Fee
Trial:	Yes
Initial Training:	Email Online Resources Phone Remote
Support:	Email Online Resources Phone Remote Within Program

Integrations

Outsource Solutions:	None
Portfolio Management Systems:	Advent Axys Albridge Wealth Reporting AssetBook Captools/Net IAS Investigo Morningstar Office PortfolioCenter PowerAdvisor PrincipiaCAMS
CRM:	Advisors Assistant Ebix SmartOffice
Account Aggregation:	ByAllAccounts
Financial Planning:	Cheshire Wealth Manager eMoney Advisor Finance Logix MoneyGuidePro Morningstar Office
Rebalancing:	None
Analytics:	None
Document Management:	None
Websites:	None
Client Portals:	None
Form Fill:	None
Custodian:	None
IPS Software:	None
Web Reporting:	None
Report Packaging:	None
College Planning:	None
Other Applications:	None
Total System:	Advisors Assistant IAS Morningstar Office

Security

Security Functionality:

Morningstar® Principia® is one of the most widely used resources in the financial planning industry.

Morningstar® Principia® is one of the most widely used resources in the financial planning industry. With a powerful research database that includes mutual funds, stocks, variable annuities, exchange-traded funds, closed-end funds, and separate accounts, advisors can conduct advanced research and analysis, monitor portfolios, manage client accounts, and propose investment strategies.

User reviews

There are no user reviews for this listing.

To write a review please register or log in.