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
444
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Companies Currently Using Morningstar Principia

Download CSV Sample (25 companies)
Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
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 9 months ago
American Century Investments americancentury.com 4500 Main St Kansas City MO 64111 US Finance General Financial Services & Insights From 1,000 to 4,999 From $200,000,000 to $499,999,999 (816) 531-5575 9 months 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 9 months ago
Lincoln Financial Group lfg.com 150 N Radnor Chester Rd Radnor PA 19087-5252 US Finance Banking Above 10,000 Over $1,000,000,000 (484) 583-1400 10 months ago
1st Source Bank 1stsource.com 100 N. Michigan Street, Suite 800 South Bend IN 46601 US Finance Banking From 1,000 to 4,999 From $50,000,000 to $99,999,999 (800) 621-8329 a year ago
Transamerica transamerica.com 1801 California St, Ste 5200 Denver CO 80202-2642 US Insurance Insurance Above 10,000 Over $1,000,000,000 (720) 493-4256 a year ago

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