FundQuest has launched a new system allowing advisers to automatically create fact sheets for clients.
Tag: Investment analytics
Morningstar, Inc., has announced plans to provide what it calls "investor-centric, analyst-driven qualitative research and ratings" for European and Asian funds.
T. Rowe price unveiled a Web resource for advisers, featuring customizable and downloadable data to the firm's mutual funds.
Fidelity Investments today announced the launch of three free capabilities to its stock research platform to help investors generate ideas and make more informed investment decisions, the company said.
Morningstar, Inc. has launched its latest version of Morningstar Direct, a Web-based research platform that connects institutional investment professionals to Morningstar's investment research and data.
Albridge Solutions, a PNC Global Investment Servicing company, and Enterprise Financial Services Corp are teaming up to provide financial advisers consolidated statements and wealth reporting capabilities, the companies said.
Morningstar said its 2008 fund manager winners demonstrate proven strategies by experienced teams, rather than “trend-chasing.″