Serve your clients with the right tools for their needs

Compare yields across tax-exempt municipal bonds, Treasuries, and corporate bond funds.

Find out whether your clients could benefit from an investment in tax-free municipal bonds.

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.

Compare Putnam funds using Morningstar's tool. U.S. Funds  |  Non-U.S. Funds

A quick and visual way to see if your client can benefit from a Roth conversion.

Compare different RMD options and schedules available to clients approaching age 72.

Identify "penalty free" distribution options available to clients entering early retirement prior to age 59½.

Access a convenient compilation of the administrative forms you need for your clients' characteristics.

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.

Order or download Putnam literature, including brochures and fact sheets, helpful sales and investment ideas, and fundamental investor education pieces.

Find historical NAVs for Putnam funds, formatted for Web or Excel.

Create college savings proposals customized for your clients' needs, with graphic illustrations to help guide their decisions.

Help clients determine which college savings vehicle is right for them.