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Steele Mutual Fund Expert is available for Mutual Funds/ETFs and
Variable Annuities/Variable Life. The
right tool for mutual fund investors
Steele Mutual Fund Expert is intuitive and
powerful software designed to help you select, analyze, compare, and track mutual funds
by giving you full control over the data.
Financial professionals can also organize and present comparisons and their
analysis with customized graphs, tables and
other reports.
Steele Expert software tools are designed to help investors incorporate
their own judgment with objective data and arrive at the best investment
decisions for them.
Authoritative
& Comprehensive data on all funds
It offers data on
24,000
Mutual Funds/ETFs and 83,500 Variable Annuities/Variable
Life, including 237 benchmarks for
comparison, with up to 714 and 317 pieces of information on each fund and
variable annuity respectively. The mutual fund databases also
include virtually all money market funds and ETFs. Original data is provided by
Morningstar, Inc.
Find the funds that are best
for you
The Expert allows you to choose and evaluate the
factors you believe are most important in measuring and analyzing funds, and then helps
you isolate the funds that meet those criteria.
Customize
everything for you or your clients
You can customize all display screens,
graphs, and tabular or single-fund reports in any way you want. And you can also add your
own graphics, such as company logo, and print dazzling pages.
To see sample reports click here.
See the data the way you want
Any portion of the data can be
custom-reported in an
unlimited number of ways, either displayed on the screen, printed, graphed, or
exported
for further manipulation or analysis to other applications, such as Excel.
Money-Back
Guarantee
Your satisfaction is important to
us. Try Steele Expert for Mutual Funds or Variable Annuities for 30
days without any risk to you. If you find it does not meet your needs for
some reason, return it for a full
refund (less any shipping). Further, you may cancel your
subscription at any time.
Minimum System Requirements
PC running Windows
Vista/XP/2000, 128MB of RAM, 100MB of available hard disk
space, CD-ROM drive or Internet connection.
Click here for Current Prices
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Database Editions The Mutual Fund Expert is
available in 3 editions varying in the amount of data and price: Personal,
Professional, and Pro-Plus.
Review them with the Database Comparison table to determine which one suits
your needs.
Click here for
the Prices of the various editions.
Steele Mutual Fund Expert is
also available for Variable Annuities / Variable Life. Supplement retirement with
tax-deferred annuities that permit unlimited contributions.
Click
here for Variable Annuities/Variable Life information.
Click
here for International Expert versions.
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