You can now use FundVisualizer on your smartphone, as well as your desktop or iPad, to:

  • Compare over 30,000 ETFs, funds, and indexes
  • Import portfolio and fund data
  • Create hypotheticals
  • Quickly create client presentations

Regardless of the device, accounts are always in sync:
Save a chart on your smartphone or iPad, and see the same chart on your desktop, and vice versa.

FundVisualizer is the free advisor-only tool recently recognized at the Mutual Fund Service & Technology Awards for “Best Mobile Application” in the industry. The event recognizes individuals and organizations that have demonstrated excellence, achievements, and contributions to the mutual fund marketplace during the past year.

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

 

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