Fund researcher
Morningstar will make its Due Diligence Center, a database of fund company information, available to advisers through
DSTs Vision product was launched in 1998 and offers financial intermediaries, including broker/dealers and financial advisers, access to customer account information from variable annuities and more than 260 fund families. The information includes transaction histories, fund pricing, yields and shareowner positions.
The Morningstar Due Diligence Center is usually packaged with its MorningstarAdvisor.com service, which is marketed to financial advisers. The Due Diligence service is designed to help advisers compare mutual fund families and their products.