Fund tools: More than just price and performance
Fund list with benchmarks and fund commentary
Research active fund managers
Create custom fund list and compile fund characteristics
Developed for you, based on your input
Data at your fingertips
- Review your entire book of business with a single sign-on.
- Access custom reporting tools, plan-level data, and detailed fund information on demand.
- Download your investment clients' statements.
- Target-date fund reports.
- Quarterly investment reports.
- Exclusive access to subadvisor fund performance and commentary.
- Newsletter and regular research reports.
- Fund announcement library.