Locating the best investment options may not always be simple, but sometimes recommending them to your clients can be even harder. InvestmentView can help with both.
Whether you’re working with mutual funds, variable annuities, ETFs, or closedend funds, InvestmentView simplifies your access to the tools you need to make your selections, from screeners, security profiles, and hypothetical illustrations, to portfolio analysis, industry-leading reports, and financial calculators.
InvestmentView produces client-ready fact sheets and profile reports with integrated Lipper Leader Ratings and Lipper Awards, help you explain your genius to your clients in a easy to understand, simple view.
Click here for more information or to view sample reports.
