Advisor Tech Tips

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


Enhance client conversations with FRED

July 2, 2018

With some help from FRED, you can enhance your client meetings with attractive displays of data and information. FRED — Federal Reserve Economic Data — is an online database of more than 500,000 economic data time series from nearly 90 different U.S. and international sources. FRED provides free online tools to create charts with the latest data to illustrate your discussions. FRED provides a mix of tools to customize, display, and share the data in a variety of ... Read more

Enhance client conversations with FRED

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.