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.
Category: Tutorials
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.
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.