Advisor Tools

your basecamp for interactive tools & calculators

Investment Proposal Tool

Portfolio Breakdown Tool

Value of Tax Management Tool

Tax Impact Comparison

investment proposal tool

Create projections-based proposals, including before- and after-tax assumptions

Generate proposals that employ Russell Investments' proprietary capital market forecasts and Monte Carlo simulations, along with before- and after-tax assumptions, to quickly create a high-quality proposal for use with end-investors.

Investment Proposal Tool (login required)

Investment Proposal Tool

Portfolio Breakdown Tool

Download a sample output

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

Demonstrate the diversification inherent in Russell Investments' portfolios

Portfolio Breakdown tool

Portfolio Breakdown Tool (login required)

Download a sample of the ouput

Highlight the potential opportunity afforded by paying attention to taxes when investing. Customize the scenario to compare potential ending wealths, potential tax bills, and breakeven points.

Visualize the difference that tax management can make on your portfolio's ending wealth

Value of Tax Management tool

Value of Tax Management Tool (login required)

Value of Tax Management Tool

To help your clients understand "what is kept" versus "what is earned" on an investment, use this comparison to quickly assess the tax implications of Russell Investments funds, other funds, and Morningstar category returns.

Compare investment products on a tax-adjusted basis

Tax Impact Comparison

Download a sample output

Only available on desktop