Morgan OnLine Blazes Trail in Advising Wealthy.Business Editors/High-Tech Writers NEW YORK--(BUSINESS WIRE)--Aug. 9, 2000 New Version Continues to Revolutionize rev·o·lu·tion·ize tr.v. rev·o·lu·tion·ized, rev·o·lu·tion·iz·ing, rev·o·lu·tion·iz·es 1. To bring about a radical change in: Television has revolutionized news coverage. 2. On-line Wealth Management J.P. Morgan (JPM JPM J. P. Morgan Chase & Co. (stock symbol) JPM Juan Pablo Montoya (formula 1 driver) JPM Jabatan Perdana Menteri (Malaysia) JPM Journal of Property Management ), the first Wall Street firm to dot com dot com - com its private client services, today announced a new version of Morgan OnLine (www.morganonline.com). The enhanced version of Morgan OnLine continues to revolutionize wealth management by offering truly on-line proactive guidance and integrated financial advice for the millionaire investor. Morgan OnLine's new state-of-the art tools and functionality include: -- Morgan Portfolio Advisor - provides highly customized individual security and mutual fund buy/sell recommendations through automatic and ongoing comparisons of a client's portfolio with Morgan OnLine's determination of the client's target portfolio. -- Risk Assessor - delivers a structured way to identify, prioritize pri·or·i·tize v. pri·or·i·tized, pri·or·i·tiz·ing, pri·or·i·tiz·es Usage Problem v.tr. To arrange or deal with in order of importance. v.intr. , evaluate and manage key investment risks, giving Morgan OnLine clients the ability to evaluate and understand risk in the context of their overall wealth picture and as part of our suite of integrated seven portfolio diagnostics. -- Sophisticated Fixed Income Analysis - gives an in-depth analysis of all fixed income securities. Analysis of both individual bond holdings and bond characteristics of mutual funds across several issues including: credit quality, average maturity and yield characteristics. "With version 2.0 of Morgan OnLine, we have continued to enhance the state-of-the art advice, functionality and tools to serve the on-line wealth management needs of the millionaire investor," said Glenn Smith CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. of Morgan OnLine. "We have taken our leadership position to the next level by providing clients with an exceptional service, easier than ever to use, backed by over 100 years of wealth management expertise." Advice for the Affluent Investor In a feature exclusive to Morgan OnLine, clients for the first time can now take advantage of Morgan Portfolio Advisor (MPA MPA medroxyprogesterone acetate. ). The MPA provides clients with an individually customized recommendation of what to buy and sell in each of their accounts (including those not held at Morgan). Acting as a client's advisor, the MPA alerts clients when they may want to re-run their analysis as the result of changing opinions, market conditions or client preferences. The MPA analyzes three critical factors when delivering its unique portfolio advice: 1) JP Morgan's award winning research; 2) The client's individual preferences and constraints; and 3) JP Morgan's vast experience in the construction of portfolios for individual affluent clients. Risk Management A second key enhancement of Morgan OnLine is the full integration of the Risk Analyzer analyzer /ana·ly·zer/ (an´ah-li?zer) 1. a Nicol prism attached to a polarizing apparatus which extinguishes the ray of light polarized by the polarizer. 2. -- a detailed risk analysis tool delivered in the context of our existing portfolio diagnostics and fully integrated with alerting and detailed views. This risk measurement and management tool named RiskGrades(TM), was created by RiskMetrics(TM), a leading provider of risk measurement expertise. The integration of RiskGrades provides Morgan OnLine clients with a structured way to identify, measure and manage the key risks in their portfolios. By analyzing the risks of both individual assets (e.g., 401(k)s, UGMAs) and the client's entire portfolio against certain benchmarks, clients can assess the risks they are taking versus their specific return objectives. The Risk Analyzer identifies concentration of risk across a portfolio and assesses the benefits of diversification. Clients can measure and manage risk with the same tools used by large global institutions and make more informed investment decisions. Fixed Income Analysis Morgan OnLine now offers a detailed analysis of the issues within the fixed income components of a portfolio -- analyzing a client's portfolio across five separate fixed income diagnostics: callability, type, regional exposure, credit quality and maturity. Morgan OnLine proactively alerts the client when any of the individual diagnostics deviate from our recommendations Clients using Morgan OnLine version 2.0 will be introduced to a wide variety of additional features, including: Home Page Alerts -- Notifies clients regarding changes in the value of their portfolio and offers an at-a-glance snapshot (1) A saved copy of memory including the contents of all memory bytes, hardware registers and status indicators. It is periodically taken in order to restore the system in the event of failure. (2) A saved copy of a file before it is updated. of key changes and events that matter most to clients such as investment diagnostics; -- Reminds clients to follow up on time-sensitive recommendations, including a concise summary of key issues that require immediate attention. In addition, it informs clients when they need to revise an analysis or reconsider re·con·sid·er v. re·con·sid·ered, re·con·sid·er·ing, re·con·sid·ers v.tr. 1. To consider again, especially with intent to alter or modify a previous decision. 2. something they have already enacted. Improved Site Organization and Streamlined Navigation -- Interactive home page makes it easier to get where you want to go; -- Improved input screen for easier data entry. Information Center -- Explanations and educational content which provides online assistance; -- Context-sensitive information. More In-Depth Wealth Planning Advice -- Provides assistance in determining savings needed to achieve goals such as funding educational expenses and providing for the care of an elderly dependent and how these future cash flows will impact a client's overall portfolio; -- For various scenarios, identifies how much life and disability insurance is required based on your current income and expenses; -- Offers an estate tax liability analysis, including recommendations as to how to minimize estate taxes and more detailed ways to achieve dispositive dis·pos·i·tive adj. Relating to or having an effect on disposition or settlement, especially of a legal case or will. wishes, -- Creates a detailed year-by-year retirement cash flow analysis, including required minimum distributions from retirement plans, social security income and surplus/deficit spending calculations. Research -- Enables clients to select specific reports which relate to their interests, goals and holdings; -- Alerts of newly published J.P. Morgan research reports on clients homepage, which helps clients obtain information in a timely fashion. Family Office -- We have enhanced our family office capability giving clients the ability to share their financial data with their professional advisors, such as their attorney or CPA (Computer Press Association, Landing, NJ) An earlier membership organization founded in 1983 that promoted excellence in computer journalism. Its annual awards honored outstanding examples in print, broadcast and electronic media. The CPA disbanded in 2000. by giving these advisors read/write access to their information. About RiskMetrics(TM) RiskMetrics, the risk measurement experts, provides the financial community with innovative methodologies and research, education, software and benchmark data. RiskMetrics is responsible for the creation and support of benchmark risk management products including RiskMetrics(TM), CreditMetrics(TM), CorporateMetrics(TM) and, RiskGrades(TM). These measurement tools work seamlessly to promote greater understanding in the financial markets. The company promotes transparency by distributing its risk management information publicly via the Internet and offers financial institutions and individuals measurement tools that enable a complete Picture of Risk. Formerly the Risk Management Products Group of JP Morgan, RiskMetrics was spun-off in 1998. They are a core component of the risk management practice of more than 5,000 institutions around the world. About Morgan OnLine Morgan OnLine provides millionaire investors with a total, holistic view of all their financial assets Financial assets Claims on real assets. . The service is suited for today's growing base of millionaire investors who want the added control and flexibility of managing their assets online, 24 hours a day, seven days a week. Morgan OnLine offers total wealth management integration and features advice, portfolio management, brokerage, research, and access to J.P. Morgan's referral network, which enables the client to create a virtual home office. About J.P. Morgan J.P. Morgan is a global financial firm that has built an international reputation for excellence in serving the needs of corporations, governments, institutions and individuals. J.P. Morgan manages $370 billion in assets for defined benefit and defined contribution plans Defined contribution plan A pension plan whose sponsor is responsible only for making specified contributions into the plan on behalf of qualifying participants. Related: Defined benefit plan , proprietary mutual funds, third party mutual funds, and high net worth individuals. The firm has, in addition to Washington, U.S. private clients offices in New York New York, state, United States New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of , Philadelphia, Palm Beach, Chicago, San Francisco San Francisco (săn frănsĭs`kō), city (1990 pop. 723,959), coextensive with San Francisco co., W Calif., on the tip of a peninsula between the Pacific Ocean and San Francisco Bay, which are connected by the strait known as the Golden , Silicon Valley, Los Angeles Los Angeles (lôs ăn`jələs, lŏs, ăn`jəlēz'), city (1990 pop. 3,485,398), seat of Los Angeles co., S Calif.; inc. 1850. , Dallas, and Wilmington, Delaware Wilmington is the largest city in the state of Delaware and is located at the confluence of the Christina River and Brandywine Creek, near where the Christina flows into the Delaware River. . J.P. Morgan Advisory Services advisory services advisory services provided to the public, in their capacity as owners and managers of animals, are an important part of veterinary science. They may be provided by government bureaux, by commercial companies who deal in pharmaceuticals or animals or animal Inc. is a member of SIPC (Simply Interactive PC) An earlier umbrella term from Microsoft and Intel for a PC that works like a home appliance. For example, it has a sealed case, uses external connectors for expansion and boots in just a couple of seconds. . Investments are not FDIC FDIC See: Federal Deposit Insurance Corporation FDIC See Federal Deposit Insurance Corporation (FDIC). insured, are not guaranteed by a bank and may decline in value, including loss of principal. Morgan OnLine and Morgan Portfolio Advisor are trademarks of Morgan Guaranty As a verb, to agree to be responsible for the payment of another's debt or the performance of another's duty, liability, or obligation if that person does not perform as he or she is legally obligated to do; to assume the responsibility of a guarantor; to warrant. Trust Company of New York. |
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