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Advisor Insight

Overview Components Delivery Options
Unparalleled breadth of market intelligence and insight for advisors.
A complete advisor tool
Advisor Insight gives today's successful professional the competitive edge needed to retain and attract clients.

To keep abreast of today's financial markets and remain "in the know," financial advisors need objective, third-party information that is reliable, up-to-date and adds value to the advisor/client relationship. Advisor Insight provides advisors with unparalleled access to Standard & Poor's data, analytics and commentary - information they need to make informed portfolio management decisions.

Features
  • In-depth investment research about stocks, bonds, funds, variable annuities and separate accounts
  • Market, equity and portfolio alerts that will allow advisors to stay connected to the markets and to S&P research at home or at work using a PC or a wireless device
  • Stock, fund and bond screeners to invest client funds with more precision
  • A streamlined, online interface for fast and easy data searches

  • Potential users
    Advisor Insight users are advisors, brokers, analysts and client associates at wirehouse, regional, bank, insurance, and independent brokerage firms.

    Availability
    Available on the Internet at www.sp.advisorinsight.com
    Client Services
    Contact Us Client Support and Sales Information Center
    Call us:
    1-800-523-4534
    (M-F, 8am-8pm EST)
    Related Information:
    Weekly newsletter for financial advisors and other investment professionals, offering investment articles on the financial markets, and economic and investment news.