Multi-Asset Portfolio Builder
The Multi-Asset Portfolio Builder (MAP Builder) is an easy-to-use web-based tool that brings together Russell Investments' proprietary capital market forecasts and Monte Carlo simulation, along with before- and after-tax assumptions, to quickly create a high-quality proposal for use with end-investors.
Value of Tax Management Tool
Highlight the potential opportunity afforded by paying attention to taxes when investing – specifically how tax efficient investing can impact an investor's ending wealth as well as their tax burden.
Funded Ratio Calculator
The Funded Ratio Calculator is a web-based tool that helps you answer the question you probably hear quite frequently from investors, "Do I have enough money to retire?". By entering information about the investor's portfolio assets, income streams, planned savings, and future spending needs the tool can provide a detailed funded ratio for the investor - much like a pension plan might compare its assets and liabilities to assess the health of its defined benefit plan.
Economic Indicators Dashboard
A visual tool to help you talk to your clients, this dashboard identifies a few economic and market indicators to help the identify current economic health and general market trends.