Family Office
MFS rolls out enhancements to its RIA web portal

Fund company notes that the Internet is RIA's preferred
information channel. In keeping with other upgrades to its
website, Boston-based fund company MFS Investment Management has
launched a new online portal for RIAs.
"We know the web is a preferred channel through which RIAs gather
product information and interact with asset management firms,"
says Bill Finnegan, head of retail marketing at MFS. "Providing
tools and access to our products in a clear and user-friendly
format via the Internet is a winning proposition for RIAs and
MFS."
New stuff
Kasina, a New York-based management consultancy, recently named
MFS as one of the "Top Ten Financial Intermediary" websites for
2007. Kasina surveyed 101 advisor websites for accessibility,
quality of content and overall "user experience."
MFS came third on Kasina's 2006 list behind Franklin Templeton
Investments and American Funds and ahead of Putnam Investments
and John Hancock Funds.
MFS' new portal is meant to serve as a hub for MFS' its
"value-added" marketing and research services -- by which the
fund company aims to give advisors information such as fund
attribution analysis, portfolio commentaries, portfolio holdings
analysis, and sector-security attribution.
The website has also added video clips of MFS portfolio managers
and industry professionals, a "quick pick" grid of MFS' product
offerings and a trade-news portal.
Among enhancements to come are access to Morningstar's Site
Builder for access to more tools for comparing funds and site
redesign in aid of easier navigation.
MFS has $204 billion in assets under management. -FWR
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