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Rating:Nationwide Builds Advisor Tools Not Rated 4.3 Email Routing List Email & Route  Print Print
Wednesday, February 26, 2003

Nationwide Builds Advisor Tools

by: Sean Hanna, Editor in Chief

Nationwide Financial is building Web tools around data and services provided by Morningstar as part of an effort to differentiate its advisor offerings. The backbone of the insurer's new tools is fund alerts and a business analyzer.

The Fund Alert tool is designed to inform the advisor by sending an email of when a subaccount reaches a certain level of gain or loss, according to the company. The tool will work with Nationwide's variable annuity offerings, said Tim Lyons, vice president of sales/channel technology services.

The Business Analyzer compiles client information from across multiple Nationwide Financial product lines. Advisors can access the information in both printable and exportable formats. The can also convert the reports into PDF documents for presentations.  

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