Transamerica Offers Morningstar Portfolios via Adviser Channel

Transamerica said its financial advisers will have access to the MIS line of actively managed asset allocation mutual fund portfolios, online back-office capabilities, proposal generation and communication tools, and client relationship management system.

Offered exclusively through financial advisers, the MMP Mutual Fund Asset Allocation Series is strategically built to meet different investment time horizons and risk levels. Every portfolio is actively managed according to a proprietary asset allocation and mutual fund evaluation system utilized by MIS and grounded by Morningstar fund and stock research.

Transamerica advisers will also have access to the MIS Web-based platform with client information, portfolio updates, program details, and client communication resources. The advisers will also have Interactive tools, such as suitability profiling and personalized proposal templates.