Category: Tutorials

Headlines about the global impact of the coronavirus (or COVID-19) contribute to growing uncertainty for governments, markets, and individual investors.

Over 40,000 advisors have used FundVisualizer since 2011. We continually seek feedback through focus groups, demos and one-on-one conversations: what do advisors like most while using FundVisualizer?

Investors expect faster, more frequent and more engaging communications. Learn three ways advisors are using technology to meet those demands.

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

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.

With FundVisualizer you can compare funds, model portfolios, and share with your clients, anytime, anywhere.

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.