Bring your client meetings to life.
INTERACT
Interactive tools
Built to support your conversations, understand client objectives and reinforce key insights into investing wisely.
Tools to engage your clients
Value of staying invested
Although the markets might return a loss in difficult years, this tool shows the returns a client could have experienced had they stayed invested.
Value of global diversification
See how different asset classes have performed erratically year to year, demonstrating the benefits of a well-diversified, multi asset approach.
Request a tour
Reach out to request a demo of how to use these interactive tools, including insights to aid your client conversations.
Tools to understand client objectives
Model Portfolio Tools
Risk Rated Model Portfolios
These tools show the inter-link between risk and return. Using modelling techniques, it predicts the best and worst return you could expect from each of the portfolios in the Russell Investments Model Portfolio range.
Manager breakdown
Use this tool to see the underlying holdings in your portfolio at a manager level, demonstrating the diversification built-in to our multi-asset, multi-manager funds.
Cashflow Forecasting
Help your clients plan for retirement with cashflow forecasting. This tool takes into account the client’s assets, future contributions and income needs to create a projection of future wealth over the lifespan of the client.
Multi-Asset Growth Tools
Multi-Asset Growth Range
This tool will help you review the different risk return options of the Multi-Asset Growth Range.
Multi Asset Portfolios
Providing a deep dive into the Multi Asset Growth III fund, this tool shows the diversification built-in to our multi-asset, multi-manager funds.
Manager breakdown
Use this tool to see the underlying holdings in your portfolio at a manager level, demonstrating the diversification built-in to our multi-asset, multi-manager funds.
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Any opinion expressed is that of Russell Investments, is not a statement of fact, is subject to change and does not constitute investment advice.
The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.