Advisor Tech Tips

Stay on top of trends in mobile technology, software, and social media.


Easily share your investment ideas

May 25, 2016

Quickly create and share customized client reports with FundVisualizer®. Read more

Easily share your investment ideas

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.