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.

Portfolio consulting & analytics

Tap into a dedicated Portfolio Construction team supported by Capital Group’s decades of experience. Get a personal, in-depth portfolio analysis with customized suggestions for how your existing or prospective portfolios can help achieve client goals. 

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Holistic wealth strategy

Take advantage of specialist support, education resources and client tools to help you meet more of your clients’ needs.

Client-ready insights packs

Get useful perspectives about the markets and more in a PDF package ready for you to send to your clients.  

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. 

CE credit center

Capital Group webinars offer monthly continuing education options for CFP® and CIMA® designations.

Tax center

Find information that can help your clients with their annual tax filing, including tax forms, worksheets, guides and FAQs.

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 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 Planalyzer®
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.

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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.