Watch this replay to see the Portfolio Analytics Tool in action. This session demonstrates its advanced features so you can master essential tasks with confidence.
In late September 2025, the core capabilities of FundVisualizer will be integrated into our Portfolio Analytics Tool.
The Portfolio Analytics Tool builds on the features of FundVisualizer and is designed to support you through every stage of the portfolio research and construction process―all within one easy-to-use platform.
See how the two tools compare:
| Feature Comparison: | FundVisualizer | Portfolio Analytics Tool |
|---|---|---|
| Complete simple product and portfolio comparisons |  |
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| Generate customizable client use reports* | |
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| Compare mutual funds, CEFs and ETFs | |
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| Stress test products and portfolios for various market environments | |
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Include SMAs and individual stocks in portfolios |
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| Simulate scenarios with contributions, withdrawals and transfers | |
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| Screen for products that meet specific criteria | |
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| Create watchlists to monitor product performance | |
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| Track equity and fixed income markets | |
*Subject to Home Office approval; availability varies by firm.
Learn how the Portfolio Analytics Tool can help you streamline and grow your business.
Important Information
All investments involve risks, including possible loss of principal.
Important data provider notices and terms are available at www.franklintempletondatasources.com.