In addition to advisers, a T. Rowe Price news release said the site is designed for broker/dealers, clearing firms, banks, and defined contribution recordkeepers.
According to the news release, while basic content is available to all visitors to the site, detailed portfolio information and sales support materials are only available to those registering for access.
Featured areas of the site include:
- performance data, portfolio holdings, attribution analysis, style analysis graphs, manager commentary, fund facts, and other key statistics and portfolio review information on investment products.
- sales ideas and sales campaigns such as understanding and advising today’s pre-retirees, managing retirement income, and behavioral finance; investment perspective reports on various asset classes and topical investing themes; multi-media portfolio manager interviews; and defined contribution industry content for providers and sponsors.
- downloadable prospectuses and fund reports; and
- featured content on matters such as fund updates, distributions and taxes and commentary on issues affecting the markets.
The site is at www.troweprice.com/fi .