Advisor Toolkit
We believe in advisors
Russell mutual funds are only available through advisors like you. That's because we believe you are the vital link in helping clients reach their investment goals. And Russell's sales and service team is here to do everything we can to help your business succeed, too.
It's about your business
Our face-to-face approach to practice management has one goal: Help you build your business. We've delivered extensive practice management support-from business analytics to execution-to all types of advisors for nearly two decades.
Our suite of tools and concepts is designed to help you improve focus, enhance profitability and tangibly demonstrate value to your clients.
Helping Advisors
Your resource for helping clients understand the economy and the markets.
Economic Indicators Dashboard
Speak confidently about the economy and markets.
Learn moreAdvisor Health Index
Enter a few metrics about your practice to gain key insights into the success of your business.
Learn moreBusiness Cycle Index
Help your clients understand the recovery.
Learn moreRussellLINK for Financial Professionals
RussellLINK is an extensive sales and service resource center for financial professionals who work with Russell.
Quarterly Review Central
Email a Client Review Kit with essential information for your clients each quarter.
Practice Management Advice
Russell's approach provides you with the best practices to help you build your business, improve focus, and demonstrate your value to clients.
Russell Proposal Generator
Quickly create customized, professional proposals for your clients.
Professional sales literature
Extensive collection of product literature and client education materials.
RussellLINK
For those who already have a relationship with Russell and would like access to even more tools and resources.
Sign up now