Advisor Tech Tips

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


Just released — FundVisualizer® for your smartphone

November 7, 2017

You can now use FundVisualizer on your smartphone, as well as your desktop or iPad, to: Compare over 30,000 ETFs, funds, and indexes Import portfolio and fund data Create hypotheticals Quickly create client presentations Regardless of the device, accounts are always in sync: Save a chart on your smartphone or iPad, and see the same chart on your desktop, and vice versa. FundVisualizer is the free advisor-only tool recently recognized at the Mutual Fund Service & Technology Awards ... Read more

Just released — FundVisualizer® for your smartphone

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.