Investors expect faster, more frequent and more engaging communications. Learn three ways advisors are using technology to meet those demands.
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.
Since its launch in 2011, almost 40,000 advisors have used FundVisualizer to search for and compare mutual funds, including no-loads and ETFs; model portfolios, create client-shareable output, and most recently, “explore” similar funds to discover new investment opportunities.
Use FundVisualizer to evaluate more than 30,000 funds, ETFs, and indexes from across the industry.