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Wednesday, August 07, 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. 

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