Getting the most out of FundVisualizer – Advisor Tech Tips-Tempemail Zone

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? What can be improved? What tips and techniques ....

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3 tech trends reshaping client relationships in 2020 – Advisor Tech Tips-Tempemail Zone

Technology is impacting all aspects of our lives. A recent Stanford University study found that 39% of people surveyed met their spouse through a dating website; tech is having a similar impact on the financial ....

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Financial advisors continue to help improve FundVisualizer – Advisor Tech Tips-Tempemail Zone

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 ....

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Introduction to FundVisualizer – Advisor Tech Tips-Tempemail Zone

FundVisualizer is a free, advisor-only tool for comparing mutual funds (including ETFs and no-loads) in head-to-head comparisons and from within portfolios. With FundVisualizer you can compare funds, model portfolios, and share with your clients, anytime, ....

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Client year-end planning made easier with FundVisualizer – Advisor Tech Tips-Tempemail Zone

In a season when you’re overloaded with client meetings, FundVisualizer can speed up your portfolio reviews by helping to identify investments best-suited for your clients’ needs. FundVisualizer, powered by Morningstar data, is a free, advisor-only ....

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Five top tips to boost client focus in 2020 – Advisor Tech Tips-Tempemail Zone

Time is an advisor’s greatest resource, and yet there’s never enough. According to a Kitces Report Survey, financial planners spend an average of just 8.8 hours per week meeting with existing clients and 17.9 hours ....

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