Fidelity FundsNetwork has made a trio of upgrades to its online Portfolio Planner, including the incorporation of fund ratings from Lipper, Morningstar and Standard & Poor's. The tool, which launched in November 2005, will also employ a new 'traffic light' system, allowing advisers to pre-set information on their fund selection method in order to simplify portfolio construction when targeting asset allocation. Portfolio Planner will also be able to generate a daily investment trades report, including the ability to present bulk switch recommendations out of lowly rated funds. According to ...
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