Technology
An award-winning, web-based client relationship and wealth management tool that can offer an aggregated, comprehensive view of a client’s overall financial portfolio, including assets held outside the firm.
Features include a client financial home page, daily aggregation of all available financial assets, daily updated financial statements, asset allocation tools, daily alerts and tasks, web-based storage vaults for personal documents, and a full suite of financial reports and goal-based needs analysis presentations.
Morningstar® Advisor WorkstationSM
Morningstar Advisor Workstation is a web-based solution for financial advisors, bringing together the best of Morningstar’s capabilities in investment research and planning, client communications, and portfolio analytics and construction. The result is an online front-office system that works in conjunction with back-office systems including popular portfolio accounting and transaction systems.
This premier research and presentation tool delivers Morningstar data on the universe of mutual funds and variable annuities. Powerful searching and ranking tools, easy-to-use interface and advanced screening capabilities allow you to quickly compare funds and put performance into context.
S&P Chart Source is a collection of charts that can help you present investment concepts to your clients. With Chart Source, you can choose from a wide selection of ready-to-use charts, graphs and tables, each illustrating the benefits of long-term investing, asset allocation, college savings and more.
S&P Financial Calculators
The S&P calculator suite equips you with 24 different financial calculators to help provide clients with quick answers to common inquiries. The client-ready output helps to initiate conversations and is seamlessly accessible from our broker-dealer website.
An aggregated research portal providing independent equity research from S&P, Argus and Best Independent Research, Wall Street on Demand provides you with buy/sell/hold opinion and research reports from all three independent research vendors.
Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.