Tools & Resources
Access RIA tools and resources to help support you and your practice — from staying engaged with your clients to benchmarking your practice and more.
Marketing Lab
Our easy-to-use tool lets you personalize and share our client-ready thought leadership with your branding via email, social media or PDF. Learn more about how it can help you stay connected with clients.
Client-ready insights packs
Curated insights ready to share with your clients
Get useful perspectives about the markets and the economy, the latest tips on tax and estate planning, and more in a PDF package ready for you to send to your clients.
Consultations
Get highly personalized consultations from experienced Capital Group specialists, handpicked based on your needs and questions.
CE credit
Earn one hour of CE credit by reading, watching or listening to one of the series below and then taking an exam.
Truelytics
Access the leading business intelligence platform for wealth management to measure performance and benchmark success.
Not available to RIAs affiliated with a broker-dealer.
Additional tools:
General investing
Comparison Tool
Use our tool to compare your investments to their peers, including during volatile periods.
Hypotheticals
Run scenarios based on historical data to help address client concerns.
Screen Funds
Screen American Funds and third-party funds to find those meeting your filtering criteria.
College Savings Calculator
Use this calculator to help clients plan for the future costs of college.
Portfolio construction
Portfolio Resources
Create a portfolio using our Objective-Based Portfolio Planner® and Custom PlannerSM.
Portfolio Analyzer®
Import, analyze and rebalance your clients’ American Funds accounts.
Employer-sponsored retirement plans
Target Date ProViewSM
Evaluate target date retirement funds according to DOL guidelines.
Small-Business Plan Selector Tool
Determine the best plan type for a particular employer's needs.
Retirement Plan Proposal
Order a retirement plan proposal for PlanPremier® or RecordkeeperDirect® plans.
Individual retirement planning
Retirement Planning Calculator
Find out how much clients will need for retirement and if their plans are on track.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
American Funds Distributors, Inc., member FINRA.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.