3 tech trends reshaping client relationships in 2020
Investors expect faster, more frequent and more engaging communications. Learn three ways advisors are using technology to meet those demands.
Category: FundVisualizer
Top five tips to boost client focus in 2020
Client interaction is the keystone of an advisor’s success. Here are five tips to increase the time and quality of your crucial client interactions
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.
Introduction to FundVisualizer
With FundVisualizer you can compare funds, model portfolios, and share with your clients, anytime, anywhere.
Financial advisors continue to help improve FundVisualizer
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.
FundVisualizer® for your smartphone
You can now use FundVisualizer on your smartphone, as well as your desktop or iPad.
Fund and portfolio analysis for free, anytime, anywhere
Use FundVisualizer to evaluate more than 30,000 funds, ETFs, and indexes from across the industry.
Create and model portfolios for your clients
Use the model portfolio feature in FundVisualizer to compare historical returns of different portfolios and their allocations across various market environments.
Explore funds with FundVisualizer
Use the fund explorer feature in FundVisualizer to discover new investment opportunities for your clients.
Import your fund data into FundVisualizer
To save time, use the data import feature in FundVisualizer to quickly move your fund data from a spreadsheet directly into the tool.