03 Oct 2022
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TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
Tools are currently unavailable for use on mobile. Please visit the desktop site.
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Advisor Education
Four Simple Steps to Upgrade Your Digital Strategy
In today’s virtual world, the success of your overall growth strategy increasingly depends on the digital components. Investors of all ages and asset levels now conduct most of their research for potential financial professionals online. And once they become clients, decisions about whether to stay or leave may hinge as much on their satisfaction with their virtual interactions with you as the in-person variety.
By potentially enhancing every part of your clients’ journeys, a solid digital strategy can be a valuable competitive advantage. Below are four key steps for getting more out of your online efforts.
For more insights and actionable ideas for elevating your digital client experience, please see our Digitally Engaged Financial Professional brochure (for financial advisor use only), part of Nuveen’s comprehensive Building a Better Practice program. You can also reach out to your Nuveen Advisor Consultant.
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