BOSTON, October 4, 2017 — Putnam Investments’ mobile version of its FundVisualizer® analysis tool was honored as Best Mobile Application at the Mutual Fund Service and Technology Awards ceremony held last night in New York City. The industry awards event recognizes individuals and organizations that have demonstrated excellence, achievements and contributions to the mutual fund marketplace during the past year.
Putnam’s 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. FundVisualizer’s easy-to-use, intuitive interface allows advisors to create and model portfolios using Putnam or non-Putnam product solutions, compare correlations to detect unforeseen concentration risk, identify new investment opportunities for their clients and generate customized, visually compelling reports.
“We are honored that FundVisualizer has been named Best Mobile Application as it exemplifies Putnam’s commitment to innovation and ongoing support of financial advisors as they help guide their clients toward their financial goals,” said Mark McKenna, Head of Global Marketing, Putnam Investments.
McKenna noted that the functionality of FundVisualizer, originally created as a desktop and tablet program, was subsequently expanded to mobile devices. “We are continually seeking to enhance how advisors work with clients and meet their evolving expectations in today’s digital age.”
This year’s Mutual Fund Service and Technology award continues a series of honors and other recognitions for FundVisualizer. Earlier this year, the FundVisualizer mobile app, which is available to advisors free of charge, received a 2017 Appy Award in the business category.
FundVisualizer is one element of a broader digital commitment by Putnam to the 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.
Last year, Putnam was ranked the #1 digital engagement leader for advisors by DST kasina, a provider of data-driven insights and distribution solutions to financial companies around the world. Earlier in 2016, the Mutual Fund Industry Awards presented Putnam with its first-ever Social Media Leader of the Year Award. In 2015, Putnam ranked first in DST kasina’s evaluation of the industry’s leading advisor websites.
About Putnam Investments
Founded in 1937, Putnam Investments is a global money management firm with 80 years of investment experience. At the end of August 2017, Putnam had $166 billion in assets under management. Putnam has offices in Boston, London, Frankfurt, Tokyo, Singapore and Sydney. For more information, visit putnam.com.
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