As day-to-day realities of life with coronavirus take root, concerns about the financial implications of the pandemic are top of mind for Americans.
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.
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.
Although Millennial retirement savers are nowhere near retirement age, they already represent the biggest opportunity for rollover business.
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.