Morningstar Mobile allows wholesalers who use the Pyxis mWholesaler platform, to look up and compare information on closed and open-end mutual funds and ETFs (delivered by Morningstar) via their wireless device. Morningstar Mobile offers a search capability that allows you to view a “mini- spreadsheet” on your wireless device. The information will be presented in a distinct format that fits the screen of wireless devices, but will contain many of the same data points found in the Morningstar Investment Detail and Fund Vs. Fund Reports that are available on many wholesaler and advisor’s desktops today. From a user’s perspective, Morningstar Mobile appears as a menu item within the mWholesaler wireless application. Benefits include:

• Provides wholesalers with point-of-sale intelligence on proprietary funds; increasing their effectiveness selling to advisors
• Arms wholesalers with competitive intelligence as the application allows them to compare proprietary funds to virtually any fund in Morningstar’s Mutual Fund universe
• Requires minimal training as this is an extension of the wholesalers existing mWholesaler wireless application
• Requires minimal work to deploy as the solution is integrated with the client’s existing wireless application architecture

Features

Features of Morningstar Mobile include:

• Provides wholesalers with point-of-sale intelligence on proprietary funds; increasing their effectiveness selling to advisors
• Arms wholesalers with competitive intelligence as the application allows them to compare proprietary funds to virtually any fund in Morningstar’s Mutual Fund universe.
• Requires minimal training as this is an extension of the wholesalers existing mWholesaler wireless application.
• Requires minimal work to deploy as the solution is integrated with the client’s existing wireless application architecture.

Links

• Home Page: global.morningstar.com

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets.  We offer an extensive line of Internet, software, and print based products, in addition to Morningstar® Mobile for Wholesalers, that meet the needs of individual investors, financial advisors, wholesalers, and institutions.  Morningstar provides data and analytics on over 190,000 investment offerings including stocks, mutual funds, exchange traded funds, variable annuities and variable universal life products, separately managed accounts, among others.  Morningstar has over 130 institutional clients in the financial advisor space national wirehouses, independent brokerage firms, custodial and clearing platforms, investment firms, banks, and insurance companies.