Super clarity for your clients.
These tools will help you understand your clients' aims; propose investments, monitor performance and review portfolios against their objectives.
Designed for iPads, these will help you bring your client meetings to life. Our tools help you show your clients the value of staying invested and the cycle of market emotions, as well as illustrating the relationship between risk and return.
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.
Cycle of Market Emotions
Take a look at the impact the markets could have on our emotions.
Multi-Asset Growth Range
Review the different risk return options of the Multi-Asset Growth Range.
Risk Rated Model Portfolios
Examine the different risk return options of the Model Portfolios.
Explore the diversification built in to the Multi-Asset Growth Fund lll.
Russell Investments in Action
Look at how the Multi Asset Growth Fund lll has changed over time.
Value of Global Diversification
Explore the erratic performance of different asset classes year to year.
Value of Staying Invested
Examine the impact of staying invested over the long term.
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