Family Office
S&P Capital IQ improves advisor desktop component

Faster downloads and easier access to investment opinions make site more user-friendly. Standard & Poor’s (S&P) says it has improved its web-based Advisor Insight suite, making it easier for users to download equity and mutual fund reports.
The New York-based financial research provider says the changes also let users call up “investment opinions on specific stocks, funds, separately managed accounts and bonds from anywhere on the site.” Before, users sometimes had to click back through the site for that sort of information.
“We enhanced Advisor Insight to provide investment advisors with new functionality and to deliver additional market and investment intelligence and investment ideas,” says Andrew Cursio, S&P’s head of product development, says in a press release.
Advisor Insight is S&P’s the delivery mechanism to investment advisors for its research and ratings. It includes market news, research alerts “and a suite of customizable services that can direct [its] content into advisor workstations for private labeling and customized content views,” says S&P, a unit of publisher McGraw-Hill. The service had about 100,000 users in mid 2004, according to a press report.
Click here for a preview of Advisor Insight. –FWR
(In Brief articles summarize press releases and other reports. Prepared by Family Wealth Report staff, they are not created, sponsored, approved or endorsed by the publications or companies that originated the reports.)