S&P ratings made available on Transact

clock

Standard & Poor's Fund Services has made its fund management ratings and fund research reports available on Transact Online.

Users of the integrated portfolio service will now be able to view S&P's fund ratings and research reports on the valuation page of individual portfolios. As well as assisting financial advisers, the addition of S&P's fund ratings and research reports aims to provide substantial visibility to fund managers that appear on Transact Online and have an S&P's fund rating. Peter Gorogh, distribution manager of S&P Fund Services, commented: "We are delighted to be able to offer S&P's fund ratings and reports to financial advisers using Transact Online, in line with our objective to provide mus...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Advisers can boost client communication by embracing AI

Advisers can boost client communication by embracing AI

Effective utilisation of AI offers great potential client benefits

James Tucker
clock 01 May 2024 • 4 min read
Optimal efficiency: Is 2024 the year of the advanced data strategy?

Optimal efficiency: Is 2024 the year of the advanced data strategy?

'Data without context, however, is simply a buzzword'

Russell Andrews
clock 30 April 2024 • 5 min read
'Get started now': Putting AI to work in financial advice firms

'Get started now': Putting AI to work in financial advice firms

'Dive in so you can learn and grow together'

Stu Breyer
clock 24 April 2024 • 4 min read