BT Adviser Toolkit
Russell Investments’ multi-asset funds are available on the BT High Service List. This toolkit is designed to provide product information, manager details and useful materials to support client conversations.

The toolkit includes tips and business coaching materials to develop your client book.

Register your interest

Register below to access the BT adviser toolkit.

BT Adviser toolkit
Equipping you with tools to engage your clients.

Russell Investments is proud to be on the BT high service list.

Overview

Once you’ve registered, you can access materials designed to help you engage your clients and steer them towards the outcomes they seek. We also provide useful information and tips from our experts to help you build your practice.

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Client Onboarding
Learn more about Russell Investments and how to explain the benefits of award-winning multi-asset investing to your clients. Review product information and engage clients with a manager allocation tool to share manager allocations within a total portfolio.

REGISTER
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Client Servicing
Get equipped with current market commentaries and articles to share with clients during your review process. You can also find educational tools and materials to help explain investment concepts to your clients when seeking to either reassure them of existing strategy or transitioning to a new approach.

REGISTER
Practice Management
Increase your efficiency and develop your client book with this toolkit. You’ll find templates, planning tools and business coaching materials to support your business objectives.

REGISTER

Helping you achieve your client outcomes

As a BT adviser, we know it is important for you to have a clear path to take your clients from prospects through to advocates. We have designed the BT adviser toolkit to help you engage your clients and steer them towards the outcomes they seek. We also provide useful information and tips from our experts to help build your practice.

consolidate arrows
Client Onboarding
Learn more about Russell Investments and how to explain the benefits of award-winning multi-asset investing to your clients. Review product information and engage clients with a manager allocation tool to share manager allocations within a total portfolio.
ideas man
Client Servicing
Get equipped with current market commentaries and articles to share with clients during your review process. You can also find educational tools and materials to help explain investment concepts to your clients when seeking to either reassure them of existing strategy or transitioning to a new approach.
Practice Management
Increase your efficiency and develop your client book with this toolkit. You’ll find templates, planning tools and business coaching materials to support your business objectives.

More

* BT Adviser use only. All information in the BT Adviser Toolkit has been prepared or provided by Russell Investment Management Ltd ABN 53 068 338 974, AFS Licence 247185 (RIML) for the purpose of providing general information only. RIML is the issuer of the Russell Investments Multi-Asset funds. RIML is part of Russell Investments. RIML does not guarantee the performance of any Russell Investments products or the repayment of capital from any investments. You should read the relevant Product Disclosure Statement before making a recommendation to a client. This information has been compiled from sources considered to be reliable, but is not guaranteed. Neither RIML, Russell Investments or its associates, officers or employees guarantees the repayment of capital, the performance of any Russell Investments products of any rate of return referred to in any PDS. This website uses cookies to improve your experience. By logging in, you are agreeing to the use of cookies for this purpose. To find out more, please see our privacy policy.
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