Companies using Morningstar Advisor Workstation
We have data on 156 companies that use Morningstar Advisor Workstation. The companies using Morningstar Advisor Workstation are most often found in United States and in the Financial Services industry. Morningstar Advisor Workstation is most often used by companies with 1-10 employees and 1M-10M dollars in revenue. Our data for Morningstar Advisor Workstation usage goes back as far as 1 years and 11 months.
Who uses Morningstar Advisor Workstation?
| Company | Scotiabank |
| Website | scotiabank.com |
| Country | Canada |
| Revenue | >10B |
| Company Size | >10000 |
| Company | Morgan Stanley |
| Website | morganstanley.com |
| Country | United States |
| Revenue | >10B |
| Company Size | >10000 |
| Company | Morningstar |
| Website | morningstar.com |
| Country | United States |
| Revenue | 1B-5B |
| Company Size | >10000 |
| Company | Fidelity |
| Website | fidelity.com |
| Country | United States |
| Revenue | >10B |
| Company Size | >10000 |
| Company | RedBalloon |
| Website | redballoon.com.au |
| Country | Australia |
| Revenue | 10M-50M |
| Company Size | 50-200 |
| Company | Website | Country | Revenue | Company Size |
|---|---|---|---|---|
| Scotiabank | scotiabank.com | Canada | >10B | >10000 |
| Morgan Stanley | morganstanley.com | United States | >10B | >10000 |
| Morningstar | morningstar.com | United States | 1B-5B | >10000 |
| Fidelity | fidelity.com | United States | >10B | >10000 |
| RedBalloon | redballoon.com.au | Australia | 10M-50M | 50-200 |
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Morningstar Advisor Workstation Market Share and Competitors in Financial Management
We use the best indexing techniques combined with advanced data science to monitor the market share of over 15,000 technology products, including Financial Management. By scanning billions of public documents, we are able to collect deep insights on every company, with over 100 data fields per company at an average. In the Financial Management category, Morningstar Advisor Workstation has a market share of about 0.1%. Other major and competing products in this category include:
Financial Management
What is Morningstar Advisor Workstation?
Morningstar Advisor Workstation is a financial advisor tool that provides financial advisors and planners with tools for investment planning, portfolio analysis, security research and sales presentations.
Top Industries that use Morningstar Advisor Workstation
Looking at Morningstar Advisor Workstation customers by industry, we find that Financial Services (67%), Investment Management (8%) and Banking (6%) are the largest segments.
Top Countries that use Morningstar Advisor Workstation
81% of Morningstar Advisor Workstation customers are in United States and 7% are in Canada.
Distribution of companies that use Morningstar Advisor Workstation based on company size (Employees)
Of all the customers that are using Morningstar Advisor Workstation, 45% are small (<50 employees), 23% are medium-sized and 28% are large (>1000 employees).
Distribution of companies that use Morningstar Advisor Workstation based on company size (Revenue)
Of all the customers that are using Morningstar Advisor Workstation, a majority (53%) are small (<$50M), 13% are large (>$1000M) and 0% are medium-sized.
