Some of the nation's leading financial service firms turn to Precision Information, the publisher of the Educated Investor family of products, to provide quality financial education to their clients and customers. In this section you will learn about how we can put the power of financial education to work for you. To learn even more call us toll-free at 1-888-345-1285 or e-mail us at info@precision-info.com.

Why Do Market Leaders Rely on Precision Information?

What follows is a short list of some of the over 100 financial service firms that rely on Precision Information to help them discover the bottom line benefits of financial education.

Ameritrade, the nation's largest discount brokerage company, relies on PI to provide interactive educational content for their online learning center. By leveraging PI's online learning material Ameritrade has been able to drastically reduce customer support costs and improve customer satisfaction.

Morningstar, the leading mutual fund rating service, selected PI to help build its online Bond University and recently chose PI to help them expand their online personal finance learning center. In addition, Morningstar is a strong advocate PI's consumer software product which it promotes to its millions of customers via the web, e-mail, and other promotional efforts.

Intuit publishes the top selling money management software products Quicken and TurboTax. Intuit selected PI to provide educational content for its Quicken® Premier product. Intuit also selected PI to develop a new custom product premium (The Educated Investor Guide to Personal Finance^TM) to help meet the growing need for financial education among its users.

New York Life (NYL) one of the nation's largest life insurance companies, wanted a way to communicate with high net-worth clients about personal finance topics. NYL, chose PI to create a suite of information on estate, tax, and retirement planning for the insurance giant's customer education web pages. PI's online learning materials have helped NYL increase customer satisfaction, reduce customer support costs, and have become a powerful lead generator for NYL.

CUNA, the nation's largest credit union association, licensed online educational materials from PI, and is now is offering PI's Encyclopedia of Personal Finance™ for resale to the credit unions and millions of members it serves. Thanks to its strategic alliance with CUNA, now credit unions have a new tool to help educate individuals about money management - and differentiate the value of credit union membership.

When BISYS Retirement Services, the nation's largest independent retirement plan record keeper, created a web portal to help financial service firms and retirement plan sponsors educate individuals on retirement planning and investing, it chose PI to provide online tutorials and a series of timely articles on personal finance topics.

BobBrinker.com is the online resource available to listeners of financial guru Bob Brinker's ABC syndicated radio show. Bob Brinker selected PI to build an online education center for his millions of listeners; and also endorses and sells The Encyclopedia of Personal Finance™ from his website.

DSTO Output selected PI as its preferred provider of educational content to the nearly 5000 financial service firms the company serves. DSTO is a $660M subsidiary of DST Systems, which processes two billion customer communications (billing statements, newsletters, inserts, etc) per year, representing 2% of the total mail sent by the United States Postal service. Together PI and DSTO are offering their clients the ability to deliver targeted educational material when, where and how they want it.

Louis Rukeyser, the legendary financial advisor, chose PI to build a comprehensive online learning center that includes over 20 investor education tutorials, a personal finance search engine, and its Quiz of the Day feature on his web site, Rukeyser.com. The site will also offer subscribers special discount pricing The Encyclopedia of Personal Finance™.

ManagingMoney.com, a leading Financial Portal, helps consumers more effectively manage their personal finances. ManagingMoney promotes The Encyclopedia of Personal Finance® in their Education Center so customers can learn even more about key financial concepts.

To learn more about how Precision Information can put the power of financial education to work for you, call us toll-free at 1-888-345-1285 or e-mail us at info@precision-info.com.

 Additional Resources

Investment Account Manager (IAM) is a desktop based software program designed for investors who principally focus their investing in Bonds, Common Stocks, Exchange Traded Funds and Mutual Funds. The Investment Account Manager provides comprehensive portfolio management features that enable you to easily measure and manage your portfolio for long term investing goals.