The Hartford Unveils Portfolio Toolbox Powered by Morningstar

The company said the new tool, which features interactive research and analysis tools from Morningstar, allows advisers to create reports for clients in minutes. It also allows clients to analyze a portfolio of mutual funds (including non-Hartford funds), stocks, exchange-traded funds (ETFs), variable annuities, and 529 savings plans; compare portfolios before and after making adjustments to a client’s risk tolerance and goals; and enter custom timeframes when creating hypothetical illustrations.

Along with promoting the tool online and via e-mail, The Hartford will conduct ongoing wholesaler training about its benefits and features, and will train advisers on how they can incorporate HPT into their financial planning process to benefit their clients, the firm said.