Putnam Offers Portfolio Modeling for Advisers

Putnam Investments has developed a new website for financial advisers featuring sophisticated, open-architecture portfolio modeling tools (www.putnam.com/advisor). The site builds upon a series of practice management recommendations, links to Putnam’s social media sites, articles and videos of the company’s investment professionals discussing their investment outlook and the firm’s analytical tool FundVisualizer, which can model a portfolio from a universe of more than 11,000 mutual funds and ETFs.

“Our new financial adviser website is designed to provide a superior experience for advisers, allowing them to even more effectively guide their clients in achieving their financial goals,” said Bill Connolly, head of global distribution at Putnam. “We want to provide advisers with an intuitive, yet highly sophisticated set of customized resources that dynamically integrates and presents data, analysis and thought leadership. Our goal is to be a must-stop destination for the adviser community.”