portfolio analysis

Morningstar, Inc., a leading provider of independent investment research, today launched an app for iPad that helps advisors interact with clients and monitor and analyze their investments using Morningstar data and tools on the go. The new Morningstar for AdvisorsSM App is a free mobile companion to Morningstar OfficeSM and Morningstar® Advisor WorkstationSM, the company’s portfolio analysis and investment research platforms for financial advisors.

Partners with Chapwood Investments to Produce Prospecting App

AdvisoryWorld, a leader in portfolio analysis, investment planning and proposal-generation software, has developed a customized, and investor-facing, version of its Proposal Tool for Chapwood Investments, a Registered Investment Advisor headquartered in Plano, Texas.  This interactive web-application enables advisors to show prospective clients whether or not the risk/return characteristics of their portfolios are out of alignment with their risk profile and financial objectives.