Advisor Tech Tips

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

Create and model portfolios for your clients

FundVisualizer is an advisor-only tool that provides intuitive controls and engaging visuals that simplify your research. To compare historical returns of different portfolios and their allocations across various market...

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Explore funds with FundVisualizer

FundVisualizer is an advisor-only tool that provides intuitive controls and engaging visuals that simplify your research. Use the fund explorer to discover new investment opportunities for your clients.

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Share your investment ideas with clients

FundVisualizer is an advisor-only tool that provides intuitive controls and engaging visuals that simplify your research. Use the PDF Creator to create and share customized shareholder-approved reports directly from...

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Create hypotheticals with FundVisualizer

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...

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Advisors ARE social

According to one of the largest surveys of financial advisors on the use of social media, 85% of advisors are actively using social media daily.

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