The Hartford Mutual Funds has unveiled a new portfolio toolbox for financial advisers, powered by Morningstar data. The Hartford Portfolio Toolbox features interactive research and analytical tools from Morningstar, allowing advisers to quickly create professional reports for clients.
The Toolbox allows advisers to analyze mutual funds, stocks, exchange-traded funds, variable annuities and 529 college savings plans; show clients comparative portfolios before and after making adjustments; and create custom timeframes from hypothetical models.
“Hartford Portfolio Toolbox is designed to assist our valued advisors with growing and diversifying their practices,” said Dave Calibey, vice president of eBusiness at The Hartford. “When advisors are able to provide a broader picture of their clients’ investments, advisors and investors both win.”