NetExchange Pro^® provides access to industry leading financial research, tools, market data, and news to help you more effectively manage your clients’ accounts. Among the core content components is BondCentral^®, which provides an interactive, realtime inventory of fixed income products—with trading capability—offered by 90-plus dealers nationwide. The Source provides 19 different Product Suites that can support your asset-gathering efforts, as well as allows you to review and download dozens of useful marketing, training, and business-building tools. You will also benefit from a variety of useful tools and timely industry information in both Retirement Center and Tax Center.

Premium content adds an array of optional information and resources to help you succeed. A wide selection of research providers offer a variety of ways to search for the right investments. Morningstar^® Fund Analytics provides the tools and information to help clients make informed mutual fund investment decisions. BNY Jaywalk^® Consensus offers recommendations from multiple research firms, arrived at without collaboration, resulting in a well-rounded consensus view on a given security. Thomson^® Company Reports lets you gain valuable insight into a company’s performance with data such as analysts’ ratings, insider trading activity, key statistics, and financial reports.

The market data and news providers keep you informed of the most important industry news and events. DowJones News Service^® covers corporate developments, U.S. and Canadian equity markets, worldwide geopolitical and economic news, and much more. Reuters^® News and Commentary provides real-time market headlines from Reuters and the latest news from PR Newswire^® and Business Wire^®.

The tools available through NetExchange Pro will change the way you attack financial planning and analysis. NaviPlan^® lets you build personalized financial plans to help your clients reach longterm investment goals, such as saving for college, retirement, and estate planning. Morningstar Advisor WorkstationSM Enterprise Edition enables you to leverage a combination of Morningstar’s investment research, Financial Industry Regulatory Authority (FINRA)-reviewed client presentations and reports, and portfolio and analytical tools to assist in the delivery of superior investment tools and advice.

There are many more NetExchange Content offerings available within NetExchange Pro to help you manage and grow your book of business. Contact your home office for a complete listing.