FundVisualizer is an advisor-only tool that provides intuitive controls and engaging visuals that simplify your research. Use it to evaluate more than 30,000 funds, ETFs, and indexes, from across the industry. There is no requirement to include a Putnam fund when using FundVisualizer.

To begin using the tool, log in with your business email address and click “Compare.”

Enter the fund’s name or ticker and click “Add.” When done adding funds, click “Create Comparison.”

When the screen loads, choose from any of the interactive charts displayed to see a comparison of your selected funds. These charts enable you to rearrange the fund display order or to change the representation of various data within the charts.

As you view your charts, add them to your Saved folder, or add them to the PDF Creator and share directly with your clients.

To learn more about how to use the tool, read our other posts or begin using FundVisualizer now.

 

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