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.
Advisor Tech Tips
Stay on top of trends in mobile technology, software, and social media.
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.
Can prospects find you? Investors seek advisors using search engines
Search engines have become a critical starting point for investors seeking assistance from professional advisors. Are you easy to find?
Using emojis in client communication
Should financial advisors use emojis?
How businesses use Snapchat to engage with Millennials
Snapchat is worth noting for advisors focusing on Millennials as part of an intergenerational wealth transfer strategy.
Advisors ARE social
According to one of the largest surveys of financial advisors on the use of social media, 85% of advisors are actively using social media daily.
Resolve to improve your Linkedin profile
For financial advisors making resolutions about business building in 2017, improving your LinkedIn profile is a good place to start.