Tools

See Taxes Before They Strike

Why Spend Time Searching?
Use our Tax Estimator to see estimated capital gain distributions and performance information for over 7,000 mutual funds and ETFs – all at once.
Discover tax savings Discover tax savings

Retirement Planning

Help your married, divorced, widowed and single clients develop a strategy for maximizing their Social Security benefits.
Analyze the universe of target date funds and produce customized client-ready reports
iRetire® by BlackRock
iRetire® is a retirement income planning tool that offers you a repeatable and engaging process to help your clients achieve their goal income in retirement, while helping you grow your business, leverage your time, and protect your practice.
Use iRetire Use iRetire

ETF Analysis

Create customized bond ladders with iBonds ETFs and export your customized portfolio in a client-approved PDF.
Get a custom portfolio of iShares ETFs in minutes.
Use this interactive tool to see how factors have performed through economic cycles, market shocks and any other time period.
Create customized reports containing fund data on iShares ETFs.

Morningstar

Side-by-side comparison of up to five ETFs, Mutual Funds and/or Indexes.
Generate a client-approved report on a portfolio of ETFs, open-end funds and/or closed-end funds in the Morningstar universe.
Tool Generate a client approved fact sheet on any ETF, open-end or closed-end fund in the Morningstar universe.
Compare two portfolios of ETFs, open-end and closed-end funds side-by-side using key elements such as asset allocation, performanc...
Analyze the composition and performance of a portfolio of ETFs, open-end and closed-end funds.