Advisor Tech Tips

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

Create hypotheticals with FundVisualizer

June 7, 2017

FundVisualizer is an advisor-only tool that provides intuitive controls and engaging visuals that simplify your research. Use the hypothetical tool to create custom hypos and model periodic contributions or withdrawals, before and after sales-charge, or the frequency of a rebalance. The illustration defaults to $100,000 for each portfolio, but you can change that amount in the assumptions page. On the chart page, you can change the time frame to see historical performance across various market environments. To learn ... Read more

Create hypotheticals with FundVisualizer

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.