Help your clients see the path to their investment goals

  • Choose from a wide selection of funds from Franklin Templeton and other fund families.
  • Compare portfolios or individual investments' for returns and risk measures.
  • Create compelling illustrations of fund performance and the strategies you recommend.
  • Access customizable hypotheticals.

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Introducing Advantage Hypotheticals™

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Create Customized Portfolios and Reports for Your Clients

Performance measures such as MPT statistics, upside/downside capture, and risk/reward profiles can help showcase the potential benefits of an actively managed portfolio.

Include as much detail in the report as you want.

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