All the tools are free to use, allowing you to enhance your services and provide valuable insights to your clients without incurring any additional costs.
Discover a comprehensive suite of tools designed to meet the needs of your business and your clients.
Why use our tools?
Cost-effective
User-friendly and interactive
Designed with ease of use in mind, these tools enable you to quickly access and analyze data, generate detailed reports, and present clear, actionable advice.
Comprehensive features
Our tools offer a wide range of features, including advanced analytics and customizable options, to support a diverse array of services and strategic decisions.
Portfolio Analytics Tool
The Portfolio Analytics Tool by Franklin Templeton empowers you to deliver personalized, data-driven portfolio recommendations, enhancing client trust and confidence.
With real-time market insights and comprehensive fund analysis, you can stay ahead of market trends and provide actionable, informed advice to your clients.
Try the Portfolio Analytics Tool now!
Municipal Bond Ladder Tool
The Franklin Templeton Municipal Bond Ladder Tool is a powerful resource designed to assist you in creating and optimizing municipal bond ladder strategies for your clients.
With customizable parameters, the tool provides insights needed to understand your client's unique financial situation and goals.
Try the Municipal Bond Ladder Tool now!
TargetDateVisualizer
The Franklin Templeton Target Date Visualizer tool helps you compare and recommend target date funds by providing detailed comparative analysis, customization options, and clear visualizations.
There's more to a glide path than just a fixed-income and equity allocation. Discover what sets these glide paths apart.
Try TargetDateVisualizer now!
PlanVisualizer
The Franklin Templeton PlanVisualizer tool is a comprehensive resource designed to help you in creating and visualizing customized investment plans for your clients.
This powerful tool provides an unparalleled view of plan data with real-time interactivity, enabling you to easily test "what-if" scenarios to optimize plan design and improve retirement readiness.
Try PlanVisualizer now!
Fund Comparison
The Franklin Templeton Mutual Fund Comparison Tool allows you to compare up to four mutual funds from Franklin Templeton’s independent specialist investment managers.
This tool is simple to and quick to use.
Try Fund Comparison now!
