Tools

New Ways of ThinkingSM inspire tools to help you serve your clients.

Putnam puts technology at your fingertips to show investors key points about tax considerations, retirement accounts, and investment comparisons.

Start working with Putnam's tools.

Tools For help with
CD vs. municipal bond calculator

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

Reviewing and selecting funds
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.

Reviewing and selecting funds
Morningstar Hypothetical Illustrator

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

Reviewing and selecting funds
Sector portfolio modeling tool

Build hypothetical portfolios by adjusting the weightings of global sectors and see the impact on portfolio characteristics.

Reviewing and selecting funds
Retirement income tool

See how your current savings may translate into income in retirement and learn which investment mix may help you pursue your goals.

Retirement planning and decisions
Roth IRA conversion evaluator

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

Retirement planning and decisions
Required Minimum Distribution (RMD) calculator

Compare different RMD options and schedules available to clients approaching age 70½.

Retirement planning and decisions
72(t) planner

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

Retirement planning and decisions
Stretched IRA planner

Determine the hypothetical growth of an IRA when distributions are stretched beyond the IRA owner's death.

Retirement planning and decisions
Forms

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

Administration and record keeping
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.

Reviewing and selecting funds
Client literature

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

Reviewing and selecting funds
Hypothetical expense calculator

To provide transparency and support investment decisions, this tool allows you to estimate the impact of expenses on future performance of Putnam mutual funds.

Reviewing and selecting funds
Historical pricing

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

Reviewing and selecting funds
College savings calculator and proposal generator

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

College savings
College savings selection tool

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

College savings