World Investor Link, owned by U.K.-based WILink.com, provides one-stop viewing of financial information about 2,100 publicly traded companies and 50 fund families. Advisors can tap into annual reports, fund prospectuses, Webcasts and a calendar of financial events. But what sets this site apart from others is its virtual conferencing capabilities. Users can chat with corporate bigwigs, via WILink's recently acquired Informed Investor and Investor Conference services.
World Investor Link has partnerships with more than 160 financial Web sites and publications, including Lipper and Barron's, which helped launch the Fund Information Service in 1998. Other partners include The Wall Street Journal, the Financial Times and Yahoo! Finance.
There's no cost for the services, but users don't get away scot free. World Investor passes along their names and contact information to investor relations and fund managers, so they may get spammed.
Financial Finesse helps investors convert their savings into profitable portfolios with budgeting and savings tips. Calculators help users determine how much money they should be investing, and where it should be invested. One calculator shows users how they can become millionaires — or at least try. Of most interest to advisors is the financial planning network that directs investors to them. Qualified planners can list their services on databases and participate in live educational seminars.
ConvertBond.com is all convertible securities, all the time. The Morgan Stanley site supplies subscribers with late-breaking financial news, including reports on earnings, mergers, buy-backs and bankruptcies. Subscribers can create individualized portfolios, complete with alerts, pricing and risk analysis. An annual subscription costs $120. However, interested advisors can test-drive the site with a free two-week trial subscription to see if it merits being named to Forbes' “Best of the Web” three years in a row.