Products June 11, 2000

Financial Engines Enhances Advisor Service

November 6, 2000 (PLANSPONSOR.com) - Financial Engines has enhanced its Advisor Service, offering "guided" advice for novice users and an "Advice Light" to notify users of new advice recommendations.
Reported by

Plan sponsors and providers who offer the Advisor Service will have immediate access to the enhancements.  Greater customization and co-branding capabilities will also be available.

Users will have access to:

Never miss a story — sign up for PLANSPONSOR newsletters to keep up on the latest retirement plan benefits news.

  • Guided Advice  – a step-by-step process of reviewing risk/return trade-offs in developing an investment strategy for novice users
  • Self-Guided Advice – for more sophisticated investors
  • Advice Light  – automatic notification when Financial Engines has new advice recommendations for their portfolio
  • Investor Central – an online source of personal finance-related material, with topics ranging from saving for major life events to debt management
  • Fund Scorecards – a free, searchable proprietary database analysis of more than 12,000 mutual funds

For the first time the Advisor Service will be fully accessible for Mac users.

– Nevin Adams        editors@plansponsor.com

«