DATAIR

Investment Link Survey

Investment Link Survey

Please let us know what Investment Links you use

DATAIR currently provides a number of interfaces to funds providers. In an effort to determine what interfaces are being used and will be supported in the future, we ask that you complete this quick survey to identify which links you are currently using and the approximate number of plans involved.

Account #:	(if known)
Name:	(required)
Company:	(required)
City/State:	(required)
Email:	(required) Your email address will only be used to contact you if we have a question about this survey

Outsourced Daily Valuation Links

Approx.
# Plans
American Funds
American United Life
Equitable
First New England Benefits
Guardian
Hartford Life
ING TPA Format
ING OMNI Format
Kemper/Scudder
Lincoln National Life
Manufacturers Life
Mass Mutual
MFS
Minnesota Mutual
Nationwide
New England Retirement Systems
Phoenix Home Life
Principal Financial Group
Prudential Mutual Funds
TeamVest
Transamerica
Travelers
Other 1
Other 2
Other 3
Other 4
Other 5

In-house Daily Valuation:

If you currently do in-house daily valuation, or plan to do so, please identify the trading platform(s) that you use or wish to use:

Trading Platform	Use Now	Would Use
Mid Atlantic
Fidelity Advisor Channel
Schwab
Circle Trust
Other 1
Other 2

I have no strong preference as to platform and use/would use whatever the daily val software supports

Comments: