Morningstar ClearFuture
Morningstar needed a website to support wholesalers and brokers in their efforts to understand and make decisions about the ClearFuture investment service. This service was 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 led the instructional design and development of the website with in-depth information about the ClearFuture service, its use, advantages, and implementation, as well as company background.
About the Company
Morningstar is an independent investment research company based in Chicago, IL. The company offers Internet-, software-, and print-based products and services for individuals, financial advisors, and institutional clients. Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles.
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