Principia 4.0

Flexible investment research and portfolio management software
4.0 (See all)

Old versions

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Morningstar® Principia® is one of the most widely used resources in the financial planning industry. With a powerful research database that includes mutual funds, stocks, variable annuities, exchange-traded funds, closed-end funds, and separate accounts, advisers can conduct advanced research and analysis, monitor portfolios, manage client accounts, and propose investment strategies.

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