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.

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Please review the below terms before launching the tools:

By using the web-based services we make available to you on this site (the "Services"), you acknowledge and agree that:

  1. We are not undertaking to provide impartial investment advice, or to give advice in a fiduciary capacity in connection with any transaction related to our products and services with respect to your "Retirement Clients," which include a plan, plan fiduciary, plan participant or beneficiary, IRA or IRA owner subject to Title I of the Employee Retirement Income Security Act of 1974, as amended, or Section 4975 of the Internal Revenue Code of 1986, as amended (each, a "Transaction");
  2. We earn revenue from the sale of our investment products and services, which include fees paid to us and our affiliates for (i) services provided to mutual funds that we sponsor, as described in such funds' prospectuses, (ii) separate account programs, (iii) consulting services, and (iv) as otherwise described in our Form ADVs;
  3. At any given time, we may receive higher revenue or may have a higher profit margin (or meet other desired business objectives) with respect to some products and services as opposed to others. We thus may experience differing levels of compensation or profitability depending on the mix of products and services available and we thus may have differing levels of interests in marketing, offering, providing or making available different products and services;
  4. We are not receiving a fee or other compensation directly from you or any of your Retirement Clients for the provision of investment advice (as opposed to other services) in connection with any Transaction; and
  5. We make the Services available to you in reliance on our belief that you are using them in your capacity as a representative of your financial institution and that you and your financial institution satisfy the conditions of the "Transactions with independent fiduciaries with financial expertise" exception set forth in the Department of Labor's "Fiduciary Rule" with respect to the services you provide your Retirement Clients.

If you do not agree with any of the above, please notify us of your disagreement and do not provide, directly or indirectly, any information or materials obtained through the Services to any plan, plan fiduciary, plan participant or beneficiary, IRA or IRA owner.

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Investment Proposal Tool

The Investment Proposal Tool 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.

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Tax Impact Comparison Tool

Compare investment products on a tax-adjusted basis and quickly assess the tax implications between products and Morningstar categories.

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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.

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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.

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Portfolio Breakdown Tool

Create a client-ready PDF using this tool that demonstrates the diversification inherent in Russell Investments Multi-Asset Portfolios across asset classes, underlying mutual funds, investment styles and manager products.

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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.

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Asset Class Dashboard

Use this graph to help you keep your clients' expectations grounded in reality and drive toward good investment decisions.

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