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Category: FundVisualizer

Financial advisors continue to help improve FundVisualizer
FundVisualizer Tutorials

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
FundVisualizer

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
FundVisualizer Tutorials

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
FundVisualizer Tutorials

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
FundVisualizer Tutorials

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
FundVisualizer Tutorials

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
FundVisualizer Tutorials

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
FundVisualizer Tutorials

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.

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Advisor Tech Tips is one of many resources available to advisors from Putnam Investments. Founded with a belief in the value of expert financial advice, Putnam has a long tradition of supporting financial advisors with business-building and planning resources.

Content is offered for informational purposes only and is not meant as an endorsement for any particular app, mobile device, or social networking site.

Any Putnam funds referenced in the above articles are not available for sale outside the United States.

Services provided by Putnam may not be available in all countries or to all investors. This content is not an offer to any investor who is not qualified under local law.

The views and opinions expressed are those of the fund manager above, are subject to change with market conditions, and are not meant as investment advice.

This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. Putnam, which earns fees when clients select its products and services, is not offering impartial advice in a fiduciary capacity in providing this sales and marketing material. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.

All funds and investment products involve risk, and you can lose money. See the prospectus for details. Any economic and performance information is historical and not indicative of future results.

If you are a U.S. retail investor: Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, contact your financial representative, call Putnam at 1-888-4-PUTNAM (1-888-478-8626), or click on the prospectus section to view or download a prospectus. Please read the prospectus carefully before investing.

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In the United States, mutual funds are distributed by Putnam Retail Management.

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