Client year-end planning made easier with FundVisualizer

Client year-end planning made easier with FundVisualizer

In this season of year-end meetings, FundVisualizer can speed up your portfolio reviews with clients. It can help identify investments best-suited for their needs.

If you’re considering rebalancing your clients’ portfolios or changing funds at year-end, you can utilize FundVisualizer to compare and analyze new funds. And you can model different portfolio outcomes to identify new opportunities. FundVisualizer can also help to easily create and share year-end reports for your clients.

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Identify women investors to diversify your book

Identify women investors to diversify your book

Prospecting to women may be one of the best opportunities today for expanding your business. Increasingly, women are becoming the financial decision makers for many households, and studies project they will be poised to lead in controlling assets within the next decade. Women now control 51% of personal wealth in the United States, and by 2030 will