Morningstar
Morningstar is an independent investment research and data provider that offers ratings, analytics, and tools for mutual funds, ETFs, stocks, and other securities to individual investors and institutional clients. The company monetizes through subscriptions to its research platforms and data feeds, software and analytics solutions for advisors and asset managers, and licensing of its ratings and indexes. It also provides investment management and advisory services through managed portfolios and related offerings.
- Wealth & Investment Software
- Business Intelligence & Dashboards
- Data Warehousing & Lakes
- Revenue
- $2.1B
- Employees
- 10,600
- Founded
- 1984
- Headquarters
- Chicago Loop, United States of America
What 94 Arbolus experts think of Morningstar
NPS scores are generally high, with over 60% of respondents rating eight or above, highlighting loyal and positive sentiment. Renewal intent is mostly strong among high spenders and leadership users, though some budget-conscious segments are undecided or not renewing. Stickiness is high in mature deployments (>1 year) across most respondents. The most frequent praise is for trusted data and time savings, while criticism centers on occasionally dated workflows and UI. Feature breadth and the reliability of research are prevailing positive themes.Overall Customer Sentiment: Positive
Who reviewed Morningstar
- C-Suite 60% (56)
- Director 27% (25)
- Manager 13% (12)
Employer names and spend open in the full report, along with the other 91 customers.
Everything 94 customers told us about Morningstar.
Employer names, spend, renewal intent and every written answer behind the numbers on this page.
Sentiment
38 Net Promoter Score, from 93 scored reviews- Promoters 44
- Passives 41
- Detractors 8
Cumulative NPS by month
+0 over 6 months- May 8
- Jun 8
- Jul 8
- Aug 8
- Sep 8
- Oct 8
Net Promoter Score across 8 reviews, accumulated up to each month. Category median 25 across 8 companies.
Praised
- Integration with Internal Workflows
- AI-Powered Investment Analytics
- AI-Driven Screening and Insights
- Ease of Reporting and Workflow Efficiency
Criticised
- Manual Data Manipulation Needs
- Limited AI and Automation
- Navigation and UI Complexity
- Competitive Platform Innovation
What customers say
Renewal intent
Plan to renew 51%Plan to renew, by seniority
- 57% 23 answers
- 44% 9 answers
- 40% 5 answers
- 8.4/10 Average score from customers who will renew
- 7.3/10 Average score from undecided customers
- 6.2/10 Average score from customers not renewing
Top alternatives
Most weighed by Morningstar customers
Report
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