InvestmentView provides a complete point-of-sale solution for financial advisors and product providers. While trends in investing may change, the need to locate, recommend, and support investment options for your clients remains fundamental. InvestmentView lets you convey complex financial recommendations in a way your retail clients can understand and appreciate.
InvestmentView provides the fundamental tools needed to make and support recommendations on open end, closed end and exchange traded funds, indexes, variable annuity, and variable life contracts with integrated Lipper Leader Ratings and Lipper Awards.
In-depth screeners allow searching, locating, and sorting investment options and are supported by industry-leading profile reports designed with the client in mind. Client-ready presentation options also include hypothetical illustrations, rolling periods, hi/lo, and price and distribution reporting. A full set of financial calculators provides ready answers to complex financial questions. Learn more
Provides the ability to search and display information on open end, closed end and exchange traded funds, indexes, variable annuity, and variable life contracts.
Formerly known as Investor Tools, iWealth is a suite of online financial tools that integrate seamlessly into your web site and deliver leading-edge design, content, and function.
To get ahead of the competition and grow your business, you need comprehensive tools to build strong relationships, prospect effectively, gain insight into stock ownership, and obtain extensive profile information. Industry standard StreetSight delivers timely, accurate intelligence from a source you can trust.
Integrates goal-based financial planning, advanced portfolio management and book management to drive personalized and timely advice so that financial advisors can focus on clients' changing needs.