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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.
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
Russell Investments Pools: View sample pool proposal
Contact your Russell Investments Sales Team about proposals that incorporate portfolios, pools, or a custom solution.Request a proposal
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)
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.
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
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
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
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
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