Very useful
Very useful for an financial advisor.
Simple, easy to use
This app is great for comparing funds when I'm meeting with clients or prospective clients. I especially like how quickly I can put together comparisons (it takes a few seconds) and portfolios.
Pros: ease of use, simplicity, saving portfolios and comparisons from one session to another.
Cons: some reports have too much information. I tend to use the bar graph output to avoid this problem.
Pros: ease of use, simplicity, saving portfolios and comparisons from one session to another.
Cons: some reports have too much information. I tend to use the bar graph output to avoid this problem.
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Not worth the time...ESP for FAs
The app doesn't work. If you're an FA it looks like Putnam is just after personal info. When I speak to my rep again I'll ask to be un registered. It's junk.
