Advisor Tech Tips
Stay on top of trends in mobile technology, software, and social media.
Can prospects find you? Investors seek advisors using search engines
April 26, 2017
Over the past two decades, search engines have become a critical starting point for investors seeking assistance from professional advisors. Are you easy to find? There are many ways to use search engines to maximize your visibility and web presence. According to StatCounter, 81% of desktop web traffic and 96% of mobile web traffic came from Google’s search engine as of February 2017. Google search results typically fall into three areas: paid search, local search, and organic search. Paid ... Read more
Build and test custom portfolios
FundVisualizer® is an advisor-only tool that simplifies your research with intuitive controls and powerful features. To see the impact of adjustments to ...
Easily share your investment ideas
FundVisualizer® is an advisor-only tool that simplifies your research with intuitive controls and powerful features. Use the PDF Creator feature to create ...
Do more with your spreadsheet data
FundVisualizer® is an advisor-only tool that can simplify your fund research with intuitive controls and powerful features. To save time, you can ...
Fund and portfolio analysis for free, anytime, anywhere
FundVisualizer® is a free advisor-only tool that streamlines your fund research with intuitive controls and powerful features. Use it to evaluate more ...
Swipe right for Spotlight, a vastly improved iPhone search feature
The iPhone’s iOS 9 has improved Spotlight, its search feature, to allow you to find almost anything. To access Spotlight, simply swipe ...
Productivity "recipes" for busy advisors
The benefits of web-based tools are all around us, from social networking to fitness tracking to the connected home. But the ...
Let disruptive technology advance your business
We are surrounded by disruptive technology — groundbreaking advances in products and services that are changing entire industries. For financial advisors, ...
Six ways outdated technology can interfere with your message
1. Displaying your fax number. Very few people send or receive faxes. With client touchpoints such as your business card and email ...
Top 5 habits of highly successful LinkedIn advisors
The Putnam Investments Survey of Financial Advisors’ Use of Social Media found that among advisors using social media for business, 55% ...
Send handwritten cards without leaving your app
Choose a card, sign it, and mail it — all from your device Have you ever wanted to send a birthday card, ...
Year-end social media checklist
Make sure your profile picture and background images on social networks are up to date. You’ve changed in the past year, ...
8 ways to build your Twitter following
Twitter is a great way to stay connected with people, trends, and topics that are relevant to your business. Twitter works ...
Save on smartphone costs when traveling
Planning an overseas trip? Use these tips to avoid unnecessary charges on your smartphone. Consider buying a prepaid local SIM card, which ...
Misplaced your device? Here's how to find it.
Follow these steps to locate your missing smartphone or tablet For iPhone or iPad: From any computer, go to icloud.com and log in ...
10 Must-have Apps for Financial Advisors
QuoteStream Access up to 10 model portfolios updated continuously with real-time market data. Set up watchlists, track the FOREX, or receive ...
Meet Rosie, the Robo-Advisor
Guest Blogger April Rudin is president of the Rudin Group and a blogger for the Huffington Post and WealthManagement.com. This article originally ...
Join real-time market conversations with StockTwits
StockTwits is a stock market information platform similar to Twitter that allows you to follow companies and stocks, conduct searches, connect ...
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.