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Rating:S&P Enhances Fund Offerings Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, September 26, 2002

S&P Enhances Fund Offerings

by: Sean Hanna, Editor in Chief

Standard & Poor's unleashed a flurry of upgrades to its mutual fund and advisor products today. Among the changes are additions of analysis and wealth management tools to its advisor Web service and more compliance tools for broker-dealers.

The fund tracker is expanding qualitative analysis to its three-page fund reports. The firm did not say if it is expanding the analyst staff supporting the research. It has also enhanced the glossary published with the reports. The fund reports are carried on the Advisor Insight service.

S&P also added Advisor Express to the site to allow intermediaries send fund information to their clients more easily. Meanwhile, it upgraded its Fund Advisor Web site with new search engines, filters and charting tools. The site now also lets advisors see information in a spreadsheet format.

Those handling the back office and compliance are also getting new tools from S&P. The site now carries email-ready fund prospectuses. The site also now has a back office reporting feature for brokerage firm compliance departments. It also contains a history folder that creates an online archive of advisor correspondences with clients and tools for electronic distribution of compliance reports.

Separately, the firm also said it has joined with netDecide to add that firm's wealth management system to its Advisor Insight platform. Also, the deal provides netDecide's WMS users with access to S&P's market data and research content.

The firm's will be showing the new service at the FPA Success Forum in New Orleans, September 28 - October 1. 

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