The agreement with Morningstar, Inc. will allow advisers to access, analyze and propose multi-vehicle, multi-asset class investment portfolios with historical simulations and related performance statistics.
The front-end analytics engine from Fiserv will include Morningstar’s returns and holdings-data for U.S. mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and individual U.S. equities. Advisers will have access to the Morningstar Rating for funds as well as dozens of style and asset-class benchmarks from Morningstar, Fiserv announced.
“With the integration of Morningstar’s expansive investment data and analytics into our solutions, we will now be able to provide our adviser clients with enhanced investment modeling and proposal capabilities,” said Brandon Sharrett, senior vice president. “The combination of a robust investment analytics engine along with comprehensive financial and retirement planning tools offers our clients a powerful advice platform to serve their customer’s increasingly complex retirement goals.”