Software helps enhance investor/advisor interactions.
Press Release Summary:
Part of MarketScope® Advisor, Advisor Communication Service (ACS) module allows advisors to draw upon thematic research to provide frequent, idea-oriented client communication. Advisors can deliver timely, valuable investment advice through increased information flow. Combining research and analytical content with advisor's own messages and materials, ACS provides communications tool through which they can conduct ongoing theme-based, issue-oriented campaigns.
Original Press Release:
Standard & Poor's Enhances Investor/Advisor Interactions with Advisor Communication Service
New MarketScope® Advisor Module Allows Financial Advisors To Integrate Client Communication and Thematic Investment Research
NEW YORK, Feb. 26 -- Standard & Poor's Equity Research Services, the world's leading producer of independent investment research, today introduced the Advisor Communication Service (ACS) module for MarketScope® Advisor. Advisor Communication Service provides a new communication tool that addresses the growing need for increased value-added interactions between advisors and their clients. As part of MarketScope Advisor, the module allows advisors to draw upon the thematic research produced by Standard & Poor's award-winning equity research staff to provide more frequent, idea-oriented client communication. By doing so, advisors can deliver timely, valuable investment advice through increased information flow to raise client satisfaction.
"Investors are expecting their communications with financial advisors to be timely, insightful and action-oriented," says Larry Neal, Executive Managing Director, Standard & Poor's. "Consequently, financial advisors are increasingly looking to their market intelligence providers for tools that will both raise their level and depth of communications, and provide investment-idea generation. These tools must allow for communications to be tailored to the profile of each investor, and backed by research which can address multiple asset classes, as well as their preferred investment style."
S&P's Advisor Communication Service combines research and analytical content available through MarketScope Advisor with an advisor's own messages and materials. ACS provides advisors with a communications tool through which they can conduct ongoing campaigns, which are theme-based. These themes can be issue-oriented or life-stage based. These campaigns blend S&P's equity research into targeted communications that are personalized to each advisor and client.
"Today's investors are much more savvy, and it's no longer enough for investment advisors to simply provide account updates and manage funds," notes Beth Cullinan, Senior Director of Product Development, Standard & Poor's. "The information advisors provide must reflect and respect their client's life stages and long-term investment goals. ACS provides advisors with a tool that allows them to develop a high-touch, value-added relationship with existing clients and to connect with potential new clients in a non-obtrusive, but impacting manner."
Advisor Communication Service is a module within S&P's MarketScope Advisor platform. By design, MarketScope Advisor serves the financial advisory market's burgeoning need for a central source of real-time qualitative stock analysis, thematic research, strategic asset allocation, and market commentary. With this market intelligence tool, financial advisors can take advantage of market moves and emerging opportunities by leveraging Standard & Poor's award-winning equity research to identify creative and actionable financial ideas within a relevant market context.
MarketScope Advisor's technologically advanced Web 2.0 interface lets financial advisors easily navigate among six discrete modules to manage a multitude of workflow tasks, stay on top of market events and generate new ideas that meet their clients' investment needs.
More information on Standard & Poor's MarketScope Advisor and its features is available by logging on to www.marketscope.standardandpoors.com or by calling 800-523-4534. MarketScope Advisor is part of the Standard & Poor's Equity Research Services family of products that includes The Outlook and Advisor Insight. These offerings draw from the award-winning complete STARS coverage and Stock Reports, including detailed financial information, such as valuation models, sector and peer group analysis, and proprietary Standard & Poor's metrics such as Fair Value and Quality Rankings, on over 1,500 U.S.- listed equities, used by market professionals.
About Standard & Poor's Equity Research Services
As the world's largest producer of independent equity research, Standard & Poor's licenses its research to over 1,000 institutions for their investors and advisors, including 19 of the top 20 securities firms, 13 of the top 20 banks, and 11 of the top 20 life insurance companies. Standard & Poor's team of 120 experienced U.S., European and Asian equity analysts use a fundamental, bottom-up approach to assess a global universe of approximately 2,000 equities across more than 120 industries worldwide. Follow Standard & Poor's equity analysts' U.S. market commentary each day at http://www.equityresearch.standardandpoors.com/.
The equity research reports and recommendations provided by Standard & Poor's Equity Research Services are performed separately from any other analytic activity of Standard & Poor's. Standard & Poor's Equity Research Services has no access to non-public information received by other units of Standard & Poor's. Standard & Poor's does not trade for its own account. The analytical and ethical conduct of Standard & Poor's equity analysts is governed by the firm's Research Objectivity Policy, a copy of which may also be found at www.standardandpoors.com .
About Standard & Poor's
Standard & Poor's, a division of The McGraw-Hill Companies (NYSE:MHP), is the world's foremost provider of financial market intelligence, including independent credit ratings, indices, risk evaluation, investment research and data. With approximately 8,500 employees, including wholly owned affiliates, located in 23 countries, Standard & Poor's is an essential part of the world's financial infrastructure and has played a leading role for more than 140 years in providing investors with the independent benchmarks they need to feel more confident about their investment and financial decisions. For more information, visit www.standardandpoors.com/.
Source: Standard & Poor's
CONTACT: Jeff Sexton
Communications
+1-212-438-3448
Jeff_Sexton@standardandpoors.com
Web site: www.standardandpoors.com/
http://www.marketscope.standardandpoors.com/
http://www.equityresearch.standardandpoors.com/
