The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Helping Hand for Advisors Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, August 7, 2002

Helping Hand for Advisors

by: Tony Pennino

AXA Advisors has chosen the Morningstar Advisor Workstation for its financial advisor community, Greg Ver Beek, vice president of Morningstar institutional sales, told the MutualFundWire.com. Workstation will be specifically advised for AXA's consultants.

The specific customizations are as follows: a research module to investigate the universe of mutual funds, variable annuities, and individual stocks; asset allocation tools; and hypothetical illustration tools.

Ver Beek reported that the service was rebranded with AXA's logos. Morningstar customized AXA's search list. The firm has also provided risk assessment questionnaires and portfolios. The executive also noted that the two firms worked collaboratively to create the customization.

"Morningstar's Advisor Workstation is an important tool that allows advisors to easily add real value to the client relationship. Our advisors have embraced it, and the response has exceeded our expectations. We're also pleased with Morningstar's flexibility and its ability to customize the Workstation to our unique specifications, which lets us add value at the firm level," stated Erik Mosholt, vice president of AXA. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2024: Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use