Client portfolios can involve a wide range of investments — and decisions. We want to help you. Choose tools and/or support from Putnam in the way that makes most sense for you.
Do it yourself
FundVisualizer® enables you to evaluate Morningstar data on nearly 30,000 funds, ETFs, and indexes, using over 80 performance and risk metrics. Explore new investment opportunities and prepare client presentations.Get started with FundVisualizer
Ask a Specialist
Our team of Investment Specialists is ready to answer questions about how to use Putnam funds in a client portfolio.Submit a question
Request a comprehensive portfolio analysis
Our Portfolio Solutions Group can do a free risk analysis and then arrange a consultation to walk you through the results, answer your questions, and make suggestions.Learn about our approach
Stay on top of the markets
Contact Putnam to schedule a call with our team.