U.S.A.
Morningstar® Principia®
Flexible investment research and portfolio management software.
Overview
Modules
Research & Analysis
Portfolios & Diagnostics
Proposals & Presentations
Client Support Services
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Modules
Morningstar develops and supports each Morningstar® Principia® module to deliver specific market coverage and capabilities. The software is easy to set up, and new modules can be added at any time. Monthly or quarterly updates are available to maintain accurate research data. The eight-module Principia Suite is available at a significant cost savings.
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Principia Suite
Includes eight modules available at a significant cost savings.
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The Principia modules:
Included in Suite
Mutual Funds
Mutual Funds Advanced
Stocks Advanced
Variable Annuities/Life Advanced
Exchange-Traded Funds
Closed-End Funds
Separate Accounts
CAMS (Client Account Management System)
Hypotheticals
Defined Contribution Plans
Presentations & Education
Asset Allocation
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User's Guide
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