Just released — FundVisualizer® for your smartphone
You can now use FundVisualizer on your smartphone, as well as your desktop or iPad.
Category: FundVisualizer
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.
Share your investment ideas with clients
Use the PDF Creator in FundVisualizer to create and share customized shareholder-approved reports directly from the tool.
Create hypotheticals with FundVisualizer
Use the hypothetical tool in FundVisualizer to create custom hypos and model periodic contributions or withdrawals, before and after sales-charge, or the frequency of a rebalance.