Putnam Investments has unveiled a redesigned website that provides advisors with advanced portfolio modeling capabilities, practice-management resources and a social media component for sharing and surveying information on Twitter and Facebook.

The revamped site, which debuted Thursday, is part of the company’s strategy to use technology and Internet capabilities to help financial advisors in their work with clients.  

“Our new financial advisor website is designed to provide a superior experience for advisors, allowing them to even more effectively guide their clients in achieving their financial goals,” said Bill Connolly, head of global distribution at Putnam Investments, in a statement.  

The new site builds upon the company’s FundVisualizer, an analytical tool that can now model investment portfolios from a universe of over 11,000 mutual funds and ETFs. The updated version of FundVisualizer allows financial advisors to choose and package – from both Putnam and non-Putnam funds -- a virtually unlimited number of potential fund holdings to gain insight into the performance of individual portfolios and their underlying components. 

“The FundVisualizer helps financial advisors evaluate the universe of mutual funds,” said Steven Miyao, president and CEO of Kasina, a strategic management consulting firm based in New York. 

The Putnam site also provides advisors with a variety of practice-management resources, including articles and videos by Putnam strategists and presentations that advisors can download and use with their clients. 

In addition, the site features a social media component where advisors can join conversations on Twitter and Facebook.

“We track 17 advisory firms, and this is the first that integrates Twitter into an advisor website,” said Lauren Wistrom, senior analyst at Corporate Insight.

Advisors can also rate content and see what their peers are viewing most on the site.

 “Advisors can see what people are saying about them,” Miyao said.



Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access