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Morningstar to Include Fund Data In DST Portal for Financial Advisers


Fund researcher Morningstar has partnered with an information portal for financial advisers to make its services more widely available, the company said.

Morningstar will make its Due Diligence Center, a database of fund company information, available to advisers through DST Systems' Vision service. Due Diligence is designed to help advisers compare mutual fund families and their products. As well, DST will also include Morningstar reports on more than 40,000 funds, stocks, ETFs and variable annuities.

DST's 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.