|Area||Principia||Mutual Fund Expert||fi360 Tools||Fund Selection Tool|
(Annual unless otherwise stated)
| MF Basic $550
MF Advanced $770
Stock Basic $550
Stocks Advanced $770
| Personal $22 (monthly)
Professional $52 (monthly)
Pro Plus $62 (monthly)
| Silver $675
Platinum $1,375 (Can be paid monthly)
| Single Site License $1,495
Corp License $8,000
|Data Source||Morningstar||Basic data provided by Morningstar, plus in-house calculations||Morningstar|| Morningstar
|Data Update Frequency||Monthly or Quarterly||Monthly or Quarterly||Quarterly|| MS & Klein monthly
|Number of Users||49,303||“Several thousand”||1,250-1,500||100 licenses|
|Strengths||Comprehensive research data on over 24,000 mutual funds including ETFs and Indexes with analysis and investment detail reports.|| Ability to customize reports & graphs. Can combine chosen graphs into report.
Easy to compare & track portfolios.
Historical data back to 1962.
|Excellent tools supporting fiduciary practices.|| Ability to create a weighted factor model instead of a screening tool.
About 200 factors to select.
|Weaknesses||Limited trailing years|| No stock database
(planned for Q1 2008)
| No integration with CRM software.
Does not allow for automatic input of client data.
|No ability to create portfolios of mutual funds (by design).|
|Fund Search Capability||Uses a screening process.||Uses a screening process.||Searchable by ticker for up to 100 funds at a time.||Uses a screening process.|
|No. of data points in search||255+||700+||21; As of 01/08, 31||200+/-|
|Portfolio Creation Capabilities||Yes||Yes||Yes||No|
|Uniqueness||Mutual fund module’s advanced mode provides in-depth historical research data and more than 1,500 analyst reports, plus fund-to-fund comparison reports.||Can choose information from over 30 template reports and create customized, personalized reports.||Fiduciary tools: 90% of fi360′s clients work as or with a fiduciary. Fiduciary scorecard.||Allows user to create a weighted factor model.|
|Clarity of Output||Very Good||Very Good||Very Good||Very Good|
|Exporting data||Yes; limited to Excel||Yes-Unlimited to Excel||Yes-to Excel||Yes-to Excel|
|Investment vehicles covered||Mutual funds, stocks, ETFs, VAs, closed-end funds, separate accounts||Mutual funds, VAs||Mutual funds, ETFs, separate accounts, VAs (01/08))||Mutual funds, ETFs|
|Location||Chicago||Los Angeles||Pittsburgh||Raleigh, NC|
A longtime blogger is back, with a menu.
Taxpayers who have not received the letters 'are not eligible for this resolution,' officials say.
The 94 funds were harmed when reorganized so that Prudential and its affiliates could get tax benefits, the SEC says.
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