interactive tools for financial advisors
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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.
Tax Impact Comparison Tool
Compare investment products on a tax-adjusted basis and quickly assess the tax implications between products and Morningstar categories.
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.
Manager Asset Allocation 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.
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.
Asset Class Dashboard
Use this graph to help you keep your clients' expectations grounded in reality and drive toward good investment decisions.