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.
- Company Name:Morningstar
(View Trends)
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Headquarters: (View Map)Chicago, IL, United States
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Office Locations:HQ: Chicago.
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5,000 - 10,000 employees
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Desktop Display, Desktop Video, Email, Mobile Display, Social
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CPM
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Web Publisher
- Headline:Publisher: Stock, Mutual Fund, Hedge Fund, ETF Investment Research
- Self / Managed Service:Managed Service
- IndustriesFinancial Services
- Key DifferentiatorPeople 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 Propertiesmorningstar.se
- Targeting
Geographic, Registration, Behavioral, Psychographic, User-Type, Dayparting
- Approved 3rd Party Ad Serving / Rich Media VendorsSizmek - http://www.sizmek.com
- United States 70.0%
- India 5.6%
- Singapore 4.1%
- Taiwan 2.5%
- Canada 1.9%
- Research and Analysis
- 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.
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Standard46.75%
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Direct53.25%
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.