People tend to respond faster to a text message than email — a fact that is leading a growing number of advisors to use text messaging to reach clients.
Use FundVisualizer to evaluate more than 30,000 funds, ETFs, and indexes, from across the industry.
Use the model portfolio feature in FundVisualizer to compare historical returns of different portfolios and their allocations across various market environments.
Use the fund explorer feature in FundVisualizer to discover new investment opportunities for your clients.
To save time, use the data import feature in FundVisualizer to quickly move your fund data from a spreadsheet directly into the tool.
Use the PDF Creator in FundVisualizer to create and share customized shareholder-approved reports directly from the tool.
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.
Search engines have become a critical starting point for investors seeking assistance from professional advisors. Are you easy to find?
Should financial advisors use emojis?
Snapchat is worth noting for advisors focusing on Millennials as part of an intergenerational wealth transfer strategy.