"We’ve been using Steele for at least 15 years. There’s no way we could live without it."
Louis H. Hibbitts, Jr."Mutual Fund Expert ... is a useful tool for selecting and monitoring mutual funds and variable annuities."
"There are unique features, including the ability to customize a great deal of the output."
"There's a great deal of flexibility here. Creating portfolios is easy and the output pages can also be customized. Overall, it is a very good presentation tool."
- Investment Advisor Magazine
"Of the half dozen screening programs on the market,
Mutual Fund Expert is the hands-down winner."
"Best Screening program. ... the Expert has stronger graphic capabilities, more ways to measure a fund's riskiness, and more benchmarks by which to gauge performance."
- BusinessWeek
"The graphics are far superior… and it features better data for calculating risk, too."
- Worth Magazine
"Versatile and easy to use software. It's a great product! We use it every day."
"The Best Investment Software" for selecting mutual funds.
- Kiplinger's Personal Finance Magazine
"Not only is the Mutual Fund Expert software powerful, but it is also generally easy to use."
"Overall, the Mutual Fund Expert programs are top-notch fund screening applications and perform the necessary tasks for effective fund analysis."
- Editors' Top Picks"The filtering system is superb. You have thoughtfully included all the parameters a mutual fund analyst might consider when comparing funds."