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Curian Capital® Unveils Guidance Feature for Customized Investment Selection

July 29, 2014

Web-based module helps financial professionals and clients choose investment strategies

DENVER--(BUSINESS WIRE)-- Curian Capital, LLC (www.curian.com) today announced a new “Guidance” feature on its website that helps clients, with their financial professional’s assistance, match individual financial goals with a customized Curian investment strategy. The tool is designed to aid clients in completing a series of easy-to-understand questions about risk tolerance, time horizon and investment objectives, and generate a proposal based on the client’s responses.

By providing step-by-step guidance – with on-screen feedback for each client response – the Guidance feature simplifies the often complex process of selecting appropriate investment strategies. It also helps clients be more involved in the decision-making process behind the allocation of his or her investment portfolio.

Chris Rosato, senior vice president of Strategic Development, said the website functionality is an integral part of an advisor’s business. “The new Guidance feature offers financial professionals the ability to provide their clients with an in-depth overview of their individual portfolio allocations and customized risk strategies, and what they can expect from their experience investing through the Curian platform.”

Curian developed the Guidance tool as part of a larger redesign of the company’s website. The redesigned site also allows advisors and clients the ability to view all of Curian’s portfolio options at a glance and use dynamic filters to narrow the range of available strategies based on specific client objectives. This feature is another tool designed to help financial professionals easily navigate the wide range of portfolios Curian offers.

“Curian’s platform is designed to be comprehensive enough to meet the needs of all types of investors,” said Michael Bell, president and chief executive officer of Curian. “Because we offer such a broad range of investment strategies, we wanted to give advisors a precise, efficient method for selecting the best fit for their clients. The new web enhancements reflect our commitment to giving financial professionals the tools and support they need to help their clients achieve investing success.”

A video highlighting the key features of Curian’s new website can be viewed here. For more information on these new features, advisors can contact their Curian Regional Business Consultant or call the Curian Sales Desk at 1-877-847-4192.

About Curian Capital

Curian Capital, LLC (www.Curian.com) is an asset management company that manufactures and distributes a comprehensive suite of investment strategies and asset management solutions to institutions, financial advisors and their clients. Curian is committed to achieving investor success through advisor excellence by helping financial professionals provide their clients with the best investment advice, solutions and service possible. The company has $17.3 billion in assets under management or advisement as of 12/31/13.

Curian Capital is a direct subsidiary of Lansing, Michigan-based Jackson National Life Insurance Company® (Jackson®) and an indirect subsidiary of Prudential plc (NYSE: PUK), a company incorporated in England and Wales. Prudential plc and its affiliated companies constitute one of the world's leading financial services groups. It provides insurance and financial services through its subsidiaries and affiliates throughout the world. It has been in existence for over 160 years and has $733.6 billion in assets under management (as of 12/31/13). Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America.

Curian Capital, LLC, a Registered Investment Advisor, provides customized investment management products and services. Curian Clearing LLC (member FINRA/SIPC) is the exclusive broker for these programs, for which it provides brokerage execution, processing and custody services. Investing in securities involves certain risks, including possible loss of principal.





For Curian Capital, LLC

Stephanie Visscher, 303-224-7537

stephanie.visscher@jackson.com

Source: Curian Capital, LLC


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