Take your client conversations to the next level with our interactive tools for financial advisors. Bring your client meetings to life, support your conversations and reinforce key insights into investing wisely.

Login to unlock tools


Computer mouse with idea icon

Custom investment proposals

The Russell Investments’ Proposal Generator is a tool optimized to quickly create custom investment proposals for a variety of different client outcomes. The output is a sophisticated proposal that brings together Russell Investments’ proprietary capital market forecasts and Monte Carlo simulation, along with before- and after-tax analysis.

Russell Investments Portfolios: View sample portfolio proposal blacklock
Russell Investments Pools: View sample pool proposal blacklock

Contact your Russell Investments Sales Team about proposals that incorporate portfolios, pools, or a custom solution.

Request a proposal


Buttons and levers icon

Value of tax management tool

It's not what you earn, it's what you keep. Customize this tool to see the difference that tax management can make on your portfolio's ending wealth.

Use the tool

Spider diagram icon

Manager allocation tool

This is an ideal client servicing tool to remind clients of how diversified they are within a single investment. The tool easily portrays the diversification inherent to Russell Investments for a client's particular portfolio.

Download tool (Excel)

Computer monitor with chart and warning icon

Rebalancing tools

Russell Investments' Automatic Rebalancing provides the option for clients to authorize automatic rebalancing in order to maintain their agreed upon target asset allocation for their Russell investments Pool.

This not only saves you time, but introduces a higher level of portfolio discipline and risk management to your clients' portfolios.

Read more

Binoculars icon

Tax illustration tool

The Tax Illustration Tool is intended to show a comparison of the growth potential of a primary product investment versus a comparison product investment over a 30 year period and the difference in after-tax income from the distribution, withdrawal and/or systematic withdrawal of a primary product investment versus a comparison product investment.

Download tool

A paper with award ribbon icon

Top 25 security holdings tool

The Russell Investments Top 25 Security Holdings Tool identifies the top 25 security holdings based on your client's customizable portfolio. (Please note this does not include the Russell Investments Money Market Pool or Class.)

Download tool

Fee calculator

Hand and buttons icon

Russell Investments Pools fee calculator

This Excel-based tool will help you in determining the fee to your client based upon their customized portfolio.

View Trust Fee Calculator View Corporate Class Fee Calculator

Model allocations

A trio of people in a triangle

Russell Investments model portfolio allocations

Show clients what their portfolio could look like if they were a conservative, moderate, or aggressive investor using the nine Russell Investments Model Portfolios.

Download Trust version Download Corporate Class

Computer mouse with idea icon

Request a custom investment proposal

* Asterisks indicate required fields.