Tools

Marketing LabSM

Our content. Your brand.

Create and send compelling, client-ready market insights with your brand. As easy as drag and drop.

Truelytics

The truth is in the analytics.

Access the leading business intelligence platform for wealth management to measure performance and benchmark success.

Truelytics is not available to RIAs affiliated with a broker/dealer.

Additional tools:

General investing

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®, Time-Based Portfolio Planner® and Custom Portfolio Planner®.

Portfolio Analyzer
Import, analyze and rebalance your clients’ American Funds accounts.

Employer-sponsored retirement plans

Target Date ProView
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.

RMD Planner
Determine RMD options for clients.

Beneficiary Planner
Help beneficiaries calculate their current and future required minimum distributions.

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.
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.
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.