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.
| 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.
Important Information
All investments involve risks, including possible loss of principal.
Important data provider notices and terms are available at www.franklintempletondatasources.com.