Advisor Tech Tips
Stay on top of trends in mobile technology, software, and social media.
Advisors expand use of text messaging
People tend to respond faster to a text message than email — a fact that is leading a growing number of advisors to use text messaging to reach clients.
Fund and portfolio analysis for free, anytime, anywhere
FundVisualizer is an advisor-only tool that provides intuitive controls and engaging visuals that simplify your research. Use it to evaluate more than 30,000 funds, ETFs, and indexes, from across the industry.
Create and model portfolios for your clients
FundVisualizer is an advisor-only tool that provides intuitive controls and engaging visuals that simplify your research. To compare historical returns of different portfolios and their allocations across various market environments, use the model portfolio feature.
Explore funds with FundVisualizer
FundVisualizer is an advisor-only tool that provides intuitive controls and engaging visuals that simplify your research. Use the fund explorer to discover new investment opportunities for your clients.
Import your fund data into FundVisualizer
FundVisualizer is an advisor-only tool that provides intuitive controls and engaging visuals that simplify your research. To save time, use the data import feature to quickly move your fund data from a spreadsheet directly into FundVisualizer.
Share your investment ideas with clients
FundVisualizer is an advisor-only tool that provides intuitive controls and engaging visuals that simplify your research. Use the PDF Creator to create and share customized shareholder-approved reports directly from FundVisualizer.
Create hypotheticals with FundVisualizer
FundVisualizer is an advisor-only tool that provides intuitive controls and engaging visuals that simplify your research. Use the hypothetical tool to create custom hypos and model periodic contributions or withdrawals, before and after sales-charge, or the frequency of a rebalance.
Can prospects find you? Investors seek advisors using search engines
Search engines have become a critical starting point for investors seeking assistance from professional advisors. Are you easy to find?
How businesses use Snapchat to engage with Millennials
Snapchat is worth noting for advisors focusing on Millennials as part of an intergenerational wealth transfer strategy.
Advisors ARE social
According to one of the largest surveys of financial advisors on the use of social media, 85% of advisors are actively using social media daily.
Resolve to improve your Linkedin profile
For financial advisors making resolutions about business building in 2017, improving your LinkedIn profile is a good place to start.
Top questions from advisors at our recent LinkedIn webcast
Over 1,500 financial advisors attended our live webcast, “Leveraging LinkedIn for your practice.” Here are answers to the most frequently asked questions.
A daily social media routine
How can you maximize your social media efforts? Like any strategy, you start with a plan.
Swipe right for Spotlight, a vastly improved iPhone search feature
Check out your iPhone's fast and efficient search tool to quickly find anything on your device and across the Internet:
Productivity "recipes" for busy advisors
Use IFTTT to organize your online activities and help build your business.
Get better search results from your LinkedIn Profile
Use keywords to take your search optimization a step further.
Let disruptive technology advance your business
As groundbreaking technology transforms industries, financial services will need to change as well.
2015 Putnam Investments Social Advisor Survey
81% of financial advisors currently use social media for business, up from 75% in 2014.
Six ways outdated technology can interfere with your message
Don't lose your audience by using outdated or inefficient technology.
Top 5 habits of highly successful LinkedIn advisors
Advisor survey explores which LinkedIn features may lead to the greatest asset gains.
Advisors’ social media wish list
What else do advisors need to help build their business with social media?
Connect with the next generation of clients
Use social media to communicate and connect with a new generation of clients.
Build client relationships with a Facebook business page
Tailor content and messages specific to your work and professional relationships with a Facebook business page.
Facebook and financial advisors
What distinguishes the "Facebook Superheroes" from counterparts who use LinkedIn as their primary network?
Social media success factors
For advisors using social media for business, the number of networks used and the frequency of activity are directly proportional to asset ...
Stand out when responding to social signals
When it comes to social media, it’s important to stand out and be noticed.
Advisors and Facebook by the numbers
83% of financial advisors on Facebook gained new business through social media.
Grow your Twitter following and stay relevant with hashtags
A hashtag is the easiest way to make sure your tweets are discoverable.
Send handwritten cards without leaving your app
Use the Felt app to send a handwritten card through the U.S. Postal Service without leaving your home or office.
Get customized news alerts with Newsle
Use Newsle to stay on top of news and events that affect your key clients and contacts.
Year-end social media checklist
Make sure your profile picture and background images on social networks ...
Financial Advisors' Use of Social Media
Putnam Investments surveyed over 700 financial advisors to learn more about how they are using social media for business.
Get organized with LinkedIn tags
With LinkedIn tags, you can create your own connection subgroups for organizing and messaging.
8 ways to build your Twitter following
Twitter is a great way to stay connected with people, trends, and topics that are relevant to your business. Here are some quick and easy ways to build your audience.
Save on smartphone costs when traveling
Planning an overseas trip? Use these tips to avoid unnecessary charges on your smartphone.
Misplaced your device? Here's how to find it.
Follow these steps to locate your missing smartphone or tablet.
10 Must-have Apps for Financial Advisors
From real-time market data to breaking business news, a mobile image scanner, and a customized TV viewing tool, these apps are great for advisors on the go.
Increase your recruiting pool with LinkedIn
LinkedIn was built for recruiting, and Guest blogger Kevin Nichols explains how to use it to find financial advisor talent.
Meet Rosie, the Robo-Advisor
Are Robo-Advisors a force to be reckoned with? Guest Blogger April Rudin explains how human advisors prove their worth to clients.
Join real-time market conversations with StockTwits
With free analytics and sentiment tools, StockTwits is more effective than Twitter for following the market.
LinkedIn for the youngest professionals
LinkedIn now allows the youngest professionals to explore the benefits of college and the working world.
A great new option for CardMunch users
Evernote is an incredibly useful business-card scanning app that can build content-rich profiles for your contacts.
Be Interesting on LinkedIn
LInkedIn Interests — an often overlooked feature — can boost your networking success.
8 email productivity practices
Was your New Year’s Resolution to be at “Inbox Zero” at the end of each day? How’s that working out for you? Try these practices to increase your email productivity.
Don’t give the competition free advertising on LinkedIn
LinkedIn shows viewers of your profile other profiles that have been viewed by similar users. In effect, you're giving free advertising to your competition.
Find a doctor with ZocDoc
Easily find a nearby doctor, dentist, or specialist who accepts your insurance.
Social media success stories from advisors
According to a Putnam-sponsored survey, nearly half of financial advisors using social media for business reported a success story.
Financial advisors and social media: Bullish or bearish?
We asked financial advisors if their use of social media had increased or decreased year-over-year and received a surprising amount of candid feedback.
Avoid travel headaches with Hipmunk
This free travel app can turn your tablet or smartphone into a mobile travel agent, with innovative search and sorting options.
Print documents from anywhere
Print documents right from your smartphone or tablet to any printer that’s connected to a wireless network.
Navigate traffic with WAZE
More than a navigation app, WAZE lets you and other drivers in your area share real-time traffic and road information.
Are you sharing user-friendly content?
Before you share website content, be sure it can be easily viewed on your clients' mobile devices.
3 reasons to try Twitter lists
Get news on topics that matter most to you and network more efficiently by creating Twitter lists.
An important client connection: the WiFi guest network
Offer a professional, efficient work environment for clients who visit your office by setting up a WiFi network just for them.
Financial Advisors' Use of Social Media
75% of financial advisors use at least one social network. See how advisors are using different social media channels for business.
Enhance your networking with LinkedIn contacts
Available as an app or on your desktop, the contacts feature lets you keep detailed notes on connections, set reminders, and network more effectively.
Save time with keyboard shortcuts
To save time writing e-mail and text messages, create abbreviations for phrases you use most.
Share YouTube videos with clients and prospects
How many times have you watched a video that would be great for your clients or prospects to see? It is easy to share videos via social media.
Advisor Tech Tips is one of many resources available to advisors from Putnam Investments. Founded with a belief in the value of expert financial advice, Putnam has a long tradition of supporting financial advisors with business-building and planning resources. Content is offered for informational purposes only and is not meant as an endorsement for any particular app, mobile device, or social networking site.