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MPI's New Stylus Web

Financial organizations can now provide highly customized, dynamic and institutionally-approved reports over the web to designated users with MPI’s new Stylus Web application. Users may include internal and external constituents (wholesalers, institutional salespeople, advisors, etc.), clients or approved third parties.

MPI's new Stylus Web can be hosted by MPI or sit on your organization’s own servers, providing superior control, administration and integration with other tools. End-users enjoy speed and ease of use as they dynamically produce approved “plan level” reports (401(k), etc.), manager comparisons, portfolio comparisons and more. Our clients enjoy huge gains in efficiency and cost savings as fewer calls are made to the home office, analysis is performed instantly and output is guaranteed to meet legal, compliance and design standards.

Click here to view a sample single plan analysis report.

Click here to view a sample current vs. proposed plan comparison report.

Key Institutional Benefits

  • Create new reports in the home office, or modify existing ones, without needing any development or IT resources
  • Save time and money by dramatically reducing reporting infrastructure and resources
  • Differentiate your business with unique content tailored to your firm’s exact design standards
  • Designate multiple user groups, each with access to specific templates, reports, databases and privileges to meet your business and compliance needs
  • “Lock down” organizational business rules such as assigned benchmarks, peer groups, time periods and more
  • Minimize maintenance with MPI hosting (all software, data and report updates are done for you)
  • Optional: Incorporate your firm’s own proprietary IPS, scorecard or manager rating system

Unique User Features (these may be turned “on” or “off” by your organization)

  • Define variables and parameters that users can adjust, such as benchmarks, peer groups and time periods
  • Re-position funds by assigning them to the asset category (peer group) of your choice
  • Create user-defined watch list criteria
  • Dynamically reassign benchmarks for any asset categories/classifications
  • Compare managers to appropriate benchmarks and peer groups (rather than all managers being compared to the S&P 500, etc.)
  • Overlap® report integration: Identify security-level “overlap” in U.S. mutual funds to maintain diversified portfolios and 401(k) plans

Ease of Use

  • Generate institutionally designed and approved reports in a matter of seconds
  • Access the application from any location over the web
  • Reduce training and support with our streamlined user interface

User Research and Analysis

  • Specify desired investment products or portfolios for analysis and reporting
  • Analyze investment products and/or portfolios across institutionally determined analytics
  • Create in-depth comparisons of hypothetical portfolios and their underlying managers/funds

User Reporting

  • Choose from a library of approved reports, fact sheets, proposals, etc.
  • Produce reports as Adobe PDF or Microsoft PowerPoint files
  • Incorporate specific client, prospect and user information
  • Mass produce quarterly reports
  • Generate pitch books with one click

Data Sources

  • Morningstar mutual fund, ETF and variable annuity data
  • eVestment Alliance separately-managed account data
  • More than 70,000 market indices
  • Import your own manager or portfolio returns