RESEARCH CENTER   |   Careers   |   Contact Us   |   MPI Blog   
Home > Products> Advisor Software > MPI's New Stylus Web

MPI's New Stylus Web

Advisors that serve the 401(k)/DC and DB plan markets face a difficult task in producing "plan level" reports that can help win new plan sponsors and retain existing ones. MPI's new Stylus Web is the tool of choice to produce outstanding research and reporting with exceptional speed and ease of use. Never before at MPI have we been able to provide this level of content in such an affordable and streamlined package.

As the most trusted name in quantitative manager analysis, MPI has provided custom plan level reporting solutions to large institutional clients for the past ten years. Now, MPI is able to offer advisors a tool that delivers institutional-quality plan level research and reporting at an affordable price.

MPI's new Stylus Web will dramatically reduce production costs and resources, while generating powerful content that will differentiate your practice from the competition. Allow MPI to demonstrate how our technologies can help your business become even more successful!

Click here to view a sample single plan analysis report.

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

Key Benefits

  • Win new plan sponsor clients and retain existing ones with our powerful plan level reporting
  • Provide content that looks as though it were produced by a large team of research professionals
  • Save time and money by dramatically reducing your quarterly reporting burden
  • Respond to the unique IPS requirements of each client
  • Spend more time servicing clients and less time on reporting
  • Minimize dependencies on outside reporting sources
  • Differentiate your practice and convey a deep level of competence with our unique content

Unique Features

  • Provide institutional-quality research and reporting that reflects our twenty years of quantitative analysis expertise
  • Generate single plan reports or plan comparisons
  • Create user-defined watch list criteria
  • Select from a catalog of MPI templates: plan level (multi-asset class), single manager, fact sheets, manager comparison, portfolio and portfolio comparison
  • Re-position funds by assigning them to the asset category (peer group) of your choice
  • 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.)
  • Allow clients to easily monitor their funds with our comprehensive fund scorecard
  • Overlap® report integration: Identify security-level “overlap” in U.S. mutual funds to maintain diversified portfolios and 401(k) plans

Research and Analysis

  • Calculate Returns-Based Style Analysis (RBSA), risk analysis, peer group analysis, performance attribution and hundreds of other statistics
  • Utilize MPI's exclusive Locally Weighted Regression (LWR) for superior accuracy in RBSA
  • Integrate fundamental, qualitative and performance-based analytics
  • Create in-depth comparisons of hypothetical portfolios and their underlying managers/funds

Reporting

  • Generate reports in Adobe PDF and MS PowerPoint
  • Print or export individual charts and tables
  • Incorporate user-specific content: logos, commentary, disclosures, firm and client information
  • Mass produce quarterly reports
  • Generate pitch books with one click
  • Receive scorecard alerts

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