Steele Mutual Fund Software

Steele Expert mutual fund software is an intuitive, easy-to-use program for selection, tracking, analysis, and presentation.

It is based on original data by Morningstar, Inc. on 24,000 mutual funds/ETFs, 83,500 variable annuities/variable life, market indexes & investment objective averages, with short-term & long-term performance, risk, fees, and portfolio information on each. With Steele Expert you can choose and evaluate the factors that you believe are most important in measuring and analyzing mutual fund performance, and identify the mutual funds that are best for you.

Whether you are a financial professional or an individual investor, if you are not using Steele Expert for Mutual Funds & Variable Annuities software, you are probably not managing your investments as profitably as you could.

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