Project completed while working for Performance Systems, Inc.

THE COMPANY
Chicago-based Morningstar, Inc. is a global investment research firm, offering an extensive line of products and services for individuals, financial advisors, institutions, and the media. As a trusted, independent company, Morningstar provides information, data, and analysis of stocks, mutual funds, exchange-traded funds, closed-end funds, and variable annuity/life subaccounts.

THE CHALLENGE
Morningstar needed a website to support wholesalers and brokers in their efforts to understand and make decisions about the ClearFuture investment service. This service is designed to help 401(k) participants receive an analysis of their retirement program and advice on modifying that program while meeting alternative retirement desires and risk profiles.

MY ROLE
I designed and developed the site that contains an overview and in-depth information about the service, its use, advantages, and implementation, as well as background on Morningstar Associates, LLC.

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