Best Financial Services Interactive Application

Summary

We’ve made it easier than ever for advisors and investors to explore features of their favorite funds and research new investments. With Fund Compare, an innovative interactive application powered by Morningstar, users get access to key metrics for thousands of mutual funds and ETFs at their fingertips. Visitors can enter up to five ticker symbols, see a side-by-side comparison, then register to save them to a personalized dashboard. As it’s usable across devices, Fund Compare supports on-the-go conversations between financial advisors and their clients—anytime, anywhere.

This powerful digital tool offers the capability to:

• Facilitate conversations between advisors and their clients. A virtual hub for informed decision-making, Fund Compare is designed as a destination where advisors and clients can meet—through webinars or sharing screen shots—to jointly explore investments.
• Power advisor research. Advisors seeking to compare funds during model portfolio construction can take a deep dive into facts and figures previously available only in institutional attribution reports.
• Inform individual investors. Do-it-yourself investors can use the simple ticker symbol search feature to compare fund basics, including fees, performance, and the investment styles of their holdings.

Results

• Fund Compare has received 132,898 page views since its launch.
• Advisors and investors have conducted more than 10,500 Fund Compare exercises.
• We’ve shared more than 1,615 targeted leads with our internal sales desk, originating with Fund Compare.
• Through targeted fund promotions using the tool, we’ve observed that advisors are beginning to make trades after running comparisons on Fund Compare.

Contributors:

JOHN HANCOCK INVESTMENT MANAGEMENT

Location: United States