Share your investment ideas with clients

Putnam Investments, 6/7/2017



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.

To build a report, simply add a chart to the PDF Creator, either from your Saved folder, or as you create them.

Tap the queue to see the charts that will be included in the report. Drag and drop the charts in the order that you would like them to appear in the PDF.

Create the cover with your client’s name, along with your contact information, and click “Create PDF.”

Once your report has been generated, select the file to open it and print, email, or save to your computer.

To learn more about how to use the tool, read our other posts or begin using FundVisualizer now.

 

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