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Morningstar Principia

Morningstar Principia is a suite of portfolio accounting, performance reporting, and client management tools designed for financial professionals. It enables users to manage performance reporting, improve workflow with security screening tools, as well as handle ongoing data management and reconciliation needs. Modules include mutual funds, stocks, variable ... show more

COMPANIES WE TRACK USING Morningstar Principia
445
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Companies Currently Using Morningstar Principia

Download CSV Sample (25 companies)
Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
WEA Member Benefits weabenefits.com PO Box 7893 Madison WI 53707-7893 US Finance Brokerage From 50 to 199 From $10,000,000 to $49,999,999 (608) 223-9700 9 months ago
American Century Investments americancentury.com PO Box 419200 Kansas City MO 64141-6200 US Finance Brokerage From 1,000 to 4,999 From $200,000,000 to $499,999,999 (816) 531-5575 10 months ago
SagePoint Financial sagepointfinancial.com 20 E. Thomas Rd. Ste. 2000 Phoenix AZ 85012 US Finance Brokerage From 1,000 to 4,999 From $200,000,000 to $499,999,999 - a year ago
First Foundation Inc. firstfoundationinc.com 18101 Von Karman Avenue, Suite 700 Irvine CA 92612 US Finance Banking From 200 to 499 From $200,000,000 to $499,999,999 (949) 202-4160 2 years ago
Lighthouse Financial Planning lighthousefp.com 1515 Allview Dr Potomac MD 20854-2618 US Finance Brokerage Unknown From $1,000,000 to $9,999,999 (301) 340-2667 a year ago
Locke Lord LLP lockelord.com 2200 Ross Ave., Suite 2800 Dallas TX 75201 US Law Firms & Legal Services Law Firms & Legal Services From 500 to 999 From $500,000,000 to $999,999,999 (214) 740-8000 a year ago

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