Client year-end planning made easier with FundVisualizer

Putnam Investments, 11/18/19

Client year-end planning made easier with FundVisualizer

In a season when you’re overloaded with client meetings, FundVisualizer can speed up your portfolio reviews by helping to identify investments best-suited for your clients’ needs.

FundVisualizer, powered by Morningstar data, is a free, advisor-only tool with access to more than 30,000 mutual funds, including ETFs and indexes. With FundVisualizer, instantly analyze funds, identify new opportunities, and model entire portfolios.

As you rebalance clients’ portfolios and consider changing funds at year-end, use FundVisualizer to:

  • Compare and analyze funds – Including ETFs and indexes – across more than 80 performance and risk metrics
  • Review and model different portfolio outcomes to identify new opportunities
  • Create and share PDF output with clients

Explore funds

Use FundVisualizer’s Explore tool to discover new investment opportunities for your clients. Enter a fund’s name or ticker, or a Morningstar category, and you will immediately see “similar”* funds to compare against. Use the available filters to further narrow down your results to compare funds that may be the best fit for your clients.

Explore funds

Review portfolios

Bringing your clients’ portfolios into FundVisualizer makes year-end rebalancing easy. In just a few quick steps, automatically import fund data and allocations from a spreadsheet, and immediately start using the tool to model portfolios by adding complementary funds, removing non-performing ones, or changing allocations.

Import funds

FundVisualizer’s hypothetical tool can model periodic investments or withdrawals, whether you want to see the portfolio’s peformance before or after sales charges, and even a rebalance frequency.

Model funds

Create and share custom reports

With the PDF creator, add your saved charts, create a custom cover sheet, and share directly with your client. (The PDF output includes disclosures for compliance; however, make sure to check with your office first.)

Get started

Year-end is only a few weeks away. Use FundVisualizer to plan now.

*When entering a fund’s name or ticker, "similar" funds are defined as funds in the same share class and Morningstar category, sorted initially by 5-year performance.