InvestorPOS signs Agreement with Morningstar
InvestorPOS Inc. today signed an agreement with Morningstar Research Inc., a subsidiary of independent investment research provider Morningstar, Inc., to integrate the InvestorPOS FFxpress solution with Morningstar PALTrak, a desktop application for financial advisors with data and performance history for thousands of funds. Beginning with the August 2012 release of PALTrak, advisors will be able to access the universe of most recently filed Canadian mutual fund Fund Facts documents from PALTrak, and send the documents to their clients as part of the portfolio analysis process. This will improve advisors’ productivity and allow them to better serve investors as they can access the documents from one location and not have to search every asset manager’s web site for their respective Fund Facts.