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.
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.
Search engines have become a critical starting point for investors seeking assistance from professional advisors. Are you easy to find?
Over 1,500 financial advisors attended our live webcast, “Leveraging LinkedIn for your practice.” Here are answers to the most frequently asked questions.
Putnam Investments surveyed over 700 financial advisors to learn more about how they are using social media for business.
According to a Putnam-sponsored survey, nearly half of financial advisors using social media for business reported a success story.
75% of financial advisors use at least one social network. See how advisors are using different social media channels for business.
What is Boolean? Boolean, named after 19th century mathematician George Boole, is a method of Internet searching designed to help narrow your search and generate more precise results. How does it work? Boolean uses “connectors” to make your search more accurate, such as: Using Boolean search on LinkedIn When you use Boolean search operators on