Powered by Morningstar’s database of investments, InvestNow’s existing and prospective clients can examine and compare different aspects of their funds both in real terms and relative to category peers.
“The number one request we receive from our customers is historical performance data – both for the period that a customer has held an asset, plus for the lifetime of that asset. Morningstar’s data, along with their advanced chart component, meets our historical data need,” said Mike Heath, InvestNow’s general manager.
“Combined with the Morningstar fund selector, our customers are very quickly able to filter InvestNow’s extensive and growing range of funds, as our clients establish and manage their own portfolios.”
Morningstar's suite of web components supports clients who are seeking to improve end-investor's engagement via digital experiences. The configurable, ready-to-integrate software tools can be used for investment analysis, portfolio analysis, market monitoring and financial planning.
“InvestNow impressed us with their vision and alignment with our mission to empower investor success. We’re pleased to have been able to support them in bringing that vision to fruition to enable them to create an engaging platform for investors in New Zealand,” said Jamie Wickham, Morningstar Australasia’s managing director.
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