Portfolio Analytics Tool
by Franklin Templeton
Analyze portfolios, build reports and compare products in minutes.
The Portfolio Analytics Tool by Franklin Templeton is your one-stop portfolio analytics solution.
This powerful analytics platform can help you address your clients’ most pressing concerns easily. Features include the ability to run diagnostics, tailor portfolios based on key metrics and client goals and perform stress tests, all at no cost.
| Feature List: | Portfolio Analytics Tool |
|---|---|
| Complementary access |  |
| Screen and compare products | |
| Build custom portfolios | |
| Perform scenario-based analysis | |
| Generate custom reports for clients* | |
| Track equity and fixed income markets | |
*May not be available at your firm; subject to Home Office approval.
Need more information? Watch this video for a quick introduction to the tool.
Contact your Franklin Templeton Internal Sales Consultant at (800) DIAL BEN/342-5236 and schedule a test drive today.
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Important Information
All investments involve risk including possible loss of principal.
Important data provider notices and terms are available at www.franklintempletondatasources.com.