Morningstar.com Launches Money Management Tools for the Wealthy

Share this content:
Morningstar.com -- a Web site providing investors with stock and mutual fund information -- last week launched an online money management resource center for wealthy individuals, labeled the Wealth Management Center.


The Wealth Management Center includes articles as well as the Instant Portfolio X-Ray, a tool that analyzes investors' holdings for any overexposure to sectors of the market or specific stocks. Also provided is a question-and-answer section with Sue Stevens, Morningstar's financial planning expert, and a program that allows investors to search for stocks and mutual funds.


The Wealth Management Center, which is partially sponsored by J.P. Morgan, provides investors with a link to Morgan OnLine investment services.
close

Next Article in Marketing Strategy

Sign up to our newsletters

Company of the Week

Since 1985, Melissa has helped thousands of companies clean, correct and complete contact data to better target and communicate with their customers. We offer a full spectrum of data quality solutions, including global address, phone, email, and name validation, identify verification - available for batch or real-time processes, in the Cloud or on-premise. Our service bureau provides dedupe, email/phone append and geographic/demographic append services for better targeting and insight. For direct mailers, Melissa offers easy-to-use address management/postal software, list hygiene services and 100s of specialty mailing lists - all with competitive pricing and excellent customer service.

Find out more here »

Career Center

Check out hundreds of exciting professional opportunities available on DMN's Career Center.  
Explore careers in digital marketing, sales, eCommerce, marketing communications, IT, data strategies, and much more. And don't forget to update your resume so employers can contact you privately about job opportunities.

>>Click Here

Relive the 2017 Marketing Hall of Femme

Click the image above