About

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.

Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $200 billion in assets under advisement and management as of June 30, 2017. The company has operations in 27 countries.

Capabilities
  • Desktop Display
    • Brand Integrations
      Yes No
    • Sponsored Posts
      Yes No
    • Native Ads
      Yes No
    • High-Impact (Takeovers, Billboards, Overlays, Sliders, Skins)
      Yes No
    • Rich Media (Expandable & Non-Expandable)
      Yes No
  • Desktop Video
    • In-Banner Video
      Yes No
    • Pre-Roll
      Yes No
    • Mid-Roll
      Yes No
    • Post-Roll
      Yes No
    • Video Companion Ad
      Yes No
    • Outstream Video
      Yes No
    • Custom Video Executions
      Yes No
  • Email
  • Mobile Display
    • Mobile Rich Media (Including Interstitials & Expandables)
      Yes No
    • Tablet Traffic
      Yes No
    • Native & Custom Mobile Executions
      Yes No
    • Requires SDK Integration
      Yes No
    Ad Features / Call-To-Actions
    N/A
  • Social
  • Desktop Display, Desktop Video, Email, Mobile Display, Social
  • CPM
  • Web Publisher
  • Headline:
    Publisher: Stock, Mutual Fund, Hedge Fund, ETF Investment Research
  • Self / Managed Service:
    Managed Service
  • Industries
    Financial Services
  • Key Differentiator
    People are our most important assets. Many of us are avid investors—that helps us see things from our clients‘ angle and develop products they really need.
  • Owned / Operated Properties
    morningstar.se
  • Targeting

    Geographic, Registration, Behavioral, Psychographic, User-Type, Dayparting

  • Approved 3rd Party Ad Serving / Rich Media Vendors
    Sizmek - http://www.sizmek.com
Site Traffic
  • 327512 Global Rank
  • 3946
    Sweden
  • 200 K Estimated Visits
Traffic Sources
  • Direct
    66.15%
  • Search
    30.58%
  • Referrals
    2.90%
  • Social
    0.37%
  • Display
    0.00%
  • Mail
    0.00%
Geography Breakdown
Powered by
Alexa Traffic Data
Global Rank 2,744
32
United States Rank 788
232
United States Page Views 70.0%
20.0%
Top Countries
Top Search Keywords
  • Research and Analysis
Mobile App Data
MixRank is the most comprehensive database of mobile apps, developers, SDKs, technologies, services, and integrations. Learn more.
  • 5 K Downloads
  • 10 SDKs
  • 3.94 Avg. Rating
  • 11 Total reviews
  • App Url: https://play.google.com/store/apps/details?id=com.morningstar.advisorsmph
  • App Support: https://www.morningstar.com/products/advisor-workstation/smartphone-app
  • Genre: finance
  • Bundle ID: com.morningstar.advisorsmph
  • App Size: 29.3 M
  • Release Date: April 9th, 2020
  • Update Date: April 21st, 2021

Description:

Refocus advisors on client connection in this modern digital world with Morningstar for Advisors, the smartphone companion to Morningstar Advisor Workstation. Digitize portfolio information almost instantly with its intelligent digital assistant's simple capture, crop, and create workflow.

• Capture and Crop With Ease
You can either capture images of client portfolios with a single page statement, or multiple pages of a statement at once. You can then crop the image to highlight the holdings.

• Create Portfolio Scenarios and Illustrate Decision Trade-Offs
Once you've captured the portfolio, you can designate the portfolio information to existing clients and households, or to a new prospect.

• Access Client Accounts on the Go View your personalized dashboard to view clients and households (including cumulative market value, top holdings, and top clients), so you can position new, relevant business to your clients quickly from your pocket.

• Increase advisor efficiency with relevant market insights Access the latest research, news, and videos from Morningstar's extensive content library, all from your smartphone. Search securities or clients for a fast, up-to-date picture of the market while out and about, so you can provide more value to your clients.

Download now to start optimizing your time and streamlining your business. Feedback welcome! Please contact AdvisorSupport@morningstar.com to get in touch.

Firebase
Firebase is a platform developed by Google for creating mobile and web applications
Google Authorization
Google Play services offers a standard authorization flow for all Google APIs and all components of Google Play services. In addition, you can leverage the authorization portion of the Google Play services SDK to gain authorization to services that are not yet supported in the Google Play services platform by using the access token to manually make API requests or using a client library provided by the service provider.
Android API
The Android platform provides a framework API that applications can use to interact with the underlying Android system. The framework API consists of: A core set of packages and classes. A set of permissions that applications can request, as well as permission enforcements included in the system
Facebook Login
The Facebook SDK for Android enables people to sign into your app with Facebook Login. When people log into your app with Facebook they can grant permissions to your app so you can retrieve information or perform actions on Facebook on their behalf.
Google Analytics
The Google Analytics SDK for Android makes it easy for native Android developers to collect user engagement data from their applications. Developers can then use the Google Analytics reports to measure: The number of active users are using their applications. From where in the world the application is being used. Adoption and usage of specific features. Crashes and exceptions. In-app purchases and transactions. And many other useful metrics... The Google Analytics SDK also gives you the tools to monitor the success of mobile marketing campaigns. Connect user interactions with paid ads, Google Play downloads, and subsequent in-app usage and Ecommerce transactions. Google Analytics provides a powerful platform to measure and optimize all of your application marketing efforts.
Google Gson
Gson is a Java library that can be used to convert Java Objects into their JSON representation. It can also be used to convert a JSON string to an equivalent Java object. Gson can work with arbitrary Java objects including pre-existing objects that you do not have source-code of.
Google Mobile Ads
Ad Manager uses the Google Mobile Ads SDK which helps app developers gain insights about their users and maximize ad revenue. To do so, the default integration of the Mobile Ads SDK collects information such as device information. iOS setup Android setup.
Google Play Game Services
Make your games social with Google Play game services. Add achievements, leaderboards, real-time multiplayer, and other popular features using the Google Play game services SDK. Let players sign in using their Google+ identities and share their gaming experience with friends. Visit developers.google.com/games/services for more information about integrating game services into your app.
Google Play Services
Google Play services powers a broad set of SDKs on Android to help you build your app, enhance privacy and security, engage users, and grow your business. These SDKs are unique in that they only require a thin client library to be included in your app, as shown in figure 1. At runtime, the client library communicates with the bulk of the SDK's implementation and footprint in Google Play services.
Google Sign-In SDK
Google Sign-In is a secure authentication system that reduces the burden of login for your users, by enabling them to sign in with their Google Account—the same account they already use with Gmail, Play, Google+, and other Google services. Google Sign-In is also your gateway to connecting with Google’s users and services in a secure manner. You can give your users the opportunity to pay with Google Pay, share with their Google-wide contacts, save a file to Drive, add an event to Calendar, and more. Integrate Google’s user-centric APIs and services inside your app to help your users take action and convert.
Data sourced from MixRank, the most comprehensive database of mobile apps, developers, SDKs, technologies, services, and integrations. Learn More.
Ad Intelligence
  • Standard
    46.75%
  • Direct
    53.25%
Ads Seen Recently
572
Longest Running Ad
Morningstar
Device
Desktop
Dimensions
other
Morningstar
Device
Desktop
Dimensions
other
Morningstar
Device
Desktop
Dimensions
other
Morningstar
Device
Desktop
Dimensions
other
Morningstar
Device
Desktop
Dimensions
other
Morningstar
Device
Desktop
Dimensions
300x600
Ads.txt
Ad Exchange
Type
Publisher ID
Certification ID
placeholder.example.com
direct
placeholder
placeholder
Morningstar advertising reaches 8.9M visitors across desktop and mobile web, in countries such as United States, Canada, United Kingdom, Spain, India, Chile, Mexico, Switzerland, Sweden, Portugal, Poland, Norway, Netherlands, Latvia, Lithuania, Italy, Iceland, Ireland, Hungary, Germany, France, Finland, Estonia, Czech Republic, Denmark, Belgium, Austria, Australia, New Zealand, China, Hong Kong, South Africa. Pricing models they offer are CPM on channels such as Display, Video, Email, Mobile, Social Advertising on Morningstar will allow you to reach consumers in industries or verticals such as Financial Services; you can target them with parameters such as: Geographic, Registration, Behavioral, Psychographic, User-Type, Dayparting.

They are headquartered at Chicago, IL, United States, and have 459 advertising & marketing contacts listed on Kochava. According to their Ads.txt, Morningstar inventory partners include: placeholder.example.com.

Morningstar works with Advertising technology companies such as DoubleClick.Net, AudienceScience, PointRoll, Atlas, Open AdStream, Flashtalking, Aggregate Knowledge, Google Adsense, Turn, Integral Ad Science, DemDex, AppNexus, BlueKai DMP, BlueKai, DoubleVerify, eXelate, LinkedIn Ads, RadiumOne, Tribal Fusion, Openads/OpenX, Pubmatic, Rubicon Project, Rocket Fuel, Index Exchange, Think Realtime, Tapad, AOL-Time Warner Online Advertising, Bizo, Drawbridge, Media Innovation Group, Google Remarketing, DoubleClick Bid Manager, Resonate Insights, Ads.txt, Adobe Audience Manager Sync, Facebook Custom Audiences, Research Now, The Trade Desk, Advertising.com, Adbrain, Yahoo Small Business, JW Player Tracking, Evidon, Google Floodlight Counter, Less than 5 Ads.txt, Less than 5 DIRECT Ads.txt, Microsoft Advertising, Commission Junction, Artsai, Jivox.