Help your clients with the right tools for their needs
Putnam puts technology at your fingertips to show investors key points about tax considerations, retirement accounts, and investment comparisons.
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Tax-Equivalent Yield Calculator
Compare yields across tax-exempt municipal bonds, Treasuries, and corporate bond funds.
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CD vs. municipal bond calculator
Find out whether your clients could benefit from an investment in tax-free municipal bonds.
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FundVisualizer
Compare more than 11,000 funds and ETFs from across the industry; model and analyze custom-built portfolios using a wide range of performance and risk metrics.
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College savings calculator and proposal generator
Create college savings proposals customized for your clients' needs, with graphic illustrations to help guide their decisions.
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Forms
Access a convenient compilation of the administrative forms you need for your clients' characteristics.
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Client seminars
Download current presentations to help educate your clients on a range of investment topics, from volatility to college planning, the benefits of diversification, absolute return strategies, and wealth management.
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Client literature
Order or download Putnam literature, including brochures and fact sheets, helpful sales and investment ideas, and fundamental investor education pieces.
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Historical pricing
Find historical NAVs for Putnam funds, formatted for Web or Excel.
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College savings selection tool
Help clients determine which college savings vehicle is right for them.
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Roth IRA conversion evaluator
A quick and visual way to see if your client can benefit from a Roth conversion.
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Required Minimum Distribution (RMD) calculator
Compare different RMD options and schedules available to clients approaching age 72.
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72(t) planner
Identify "penalty free" distribution options available to clients entering early retirement prior to age 59½