Putnam Investments’ VisualizerSuite Receives Industry Award for Advisor Value-Added Programs in DCIO Market


BOSTON, October 12, 2023 – Putnam Investments announced today that its VisualizerSuite won the WealthManagement.com award for best advisor value-added program from a defined contribution investment only (DCIO) provider.

Putnam’s VisualizerSuite was created to help financial advisors and consultants prepare their clients for retirement by using three distinct industry-leading digital tools to explore and compare mutual funds and ETFs, configure and model retirement plan design, and to evaluate target-date strategies.Steve McKay

“This award is reflective of Putnam’s unyielding dedication to providing advisors and consultants with unique insight as they develop critical strategies to help guide their clients to address their long-term financial and retirement needs,” said Steve McKay, Head of Global DCIO and Institutional Management for Putnam Investments. “We are honored that the Putnam VisualizerSuite has been recognized by WealthManagement.com for the value that it has been bringing to the DCIO marketplace.”

The suite is comprised of:

  • FundVisualizer® enables advisors, brokers and other financial intermediaries to evaluate and compare more than 30,000 mutual funds, exchange-traded funds and indexes using more than 80 performance and risk metrics.
  • PlanVisualizer™, a powerful interactive tool that enables retirement advisors and consultants to demonstrate in real time to plan sponsors how various modifications in plan design — including possible changes to employer match, introduction of auto enrollment, rate of auto escalation, etc. — can impact their participants’ retirement readiness and overall plan costs.
  • TargetDateVisualizer®, designed to help advisors better guide plan sponsors in selecting appropriate target-date mutual funds and collective investment trusts (CITs) for inclusion in workplace savings plans, based on specific risk-tolerance preferences and investment philosophy.

Commitment to DCIO/Advisor Marketplace

VisualizerSuite is part of a broader digital commitment by Putnam to the DCIO and broader financial advisor community. In addition to offering informative content marketing, robust online practice management tools, customer service and advisor support, Putnam provides best practice seminars on the use of LinkedIn and other social platforms; a series of online resources and tools; one-on-one training and continuing discussions on technical issues; and video vignettes on Putnam’s Advisor Tech Tips blog.

About Putnam Investments

Founded in 1937, Putnam Investments is a global money management firm with over 85 years of investment experience. At the end of September 2023, Putnam had $166 billion in assets under management. Putnam has offices in Boston, London, Munich, Tokyo, Singapore and Sydney. For more information, visit putnam.com.