The McHenry Group Partners With MPI
EMERYVILLE, CA, September 27, 2006 -- PlanTools, LLC has partnered with Markov Processes International ("MPI") to introduce a customized version of MPI Stylus.web, MPI’s online research and reporting tool. The PlanTools™ / MPI Stylus.web tool enables advisors to quickly and easily generate fund fact sheets and detailed fund analyses.
With PlanTools™-hosted templates available through the Web service center, advisors can print comprehensive reports in as little as five quick clicks. Advisors need only to specify the desired mutual funds (or portfolio), general asset class category, benchmark, peer group and time period to generate comprehensive analysis and corresponding reports.
"The PlanTools™ / MPI Stylus.web tool combines powerful analytics with great value and convenience," said Ward Harris, CEO of PlanTools. "This offering serves our broader mission: to enable advisors and institutions to better serve existing clients and generate new clients with high-quality, scalable solutions."
Michael Markov, CEO of MPI, added, "Our partnership with PlanTools™ enables us to provide retirement plan advisors with sophisticated research and report capabilities with minimal time and expense investment."
The PlanTools™ / MPI Stylus.web features include:
Ease of Use
- Generate impressive reports in a matter of minutes
- Access the application from any location over the Web
- No installation required -- simply log in
- No maintenance required: all software, data and report updates are done for you
Research and Analysis
- Analyze investment products and/or portfolios across a full spectrum of returns-based analytics: style, performance and efficiency
- Choose from our library of available analysis tasks: analyze one fund, compare two funds, compare current vs. proposed portfolios, etc.
Reporting
- Choose from our library of available fact sheets and report templates
- Produce reports as Adobe Acrobat or PowerPoint files
Data
- Comes standard with monthly Standard & Poor’s or Morningstar mutual fund data
- Includes popular peer groups and benchmark indices
About The McHenry Group
The McHenry Group, LLC provides business risk management and compliance solutions to meet the needs of regulated institutions, financial professionals and fiduciary investors. We have a simple mission – to help clients manage risk and return – helping to grow the value of their business. McHenry’s clients include banks, mutual funds, investment advisors, insurance companies, broker dealers and retirement service providers. PlanTools, LLC is a wholly owned subsidiary that provides technology-based investment reporting or advisory services. For more information, visit http://www.mchenrygroup.com.
About PlanTools™
The PlanTools™ Risk Management System helps retirement plan advisors and consultants to provide fiduciary services to retirement plans and other investors which are subject to regulatory requirements for the assessment and documentation of client needs, constraints and objectives. The outsourced analytic and reporting services provided by PlanTools™ also deliver on-going standards-based performance reporting to ensure appropriate monitoring of client portfolios tied to investment policies. The PlanTools™ platform provides fiduciary reporting for over 3,000 retirement plans supported by the system’s licensed users. For more information, visit http://www.plantools.com.
About MPI
Markov Processes International, LLC (MPI) leads the industry in developing superior investment research and reporting solutions. MPI’s software applications and customized consulting services are used by the world’s finest financial services organizations to improve data integration, investment research, reporting and distribution of content. For more information about MPI’s products or services contact 908-608-1558 or sales@markovprocesses.com.
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