Explore Our Advisor Tools

These advisor tools can be accessed by the general public but are intended to be used by investment professionals and financial advisors only. Understanding these tools requires a level of investments knowledge and experience. The information on this website is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person without the assistance of their financial advisor. These tools do not provide, and may not be relied upon, for investment, accounting, legal, or tax advice. They are designed for informational and educational purposes only.

Benchmark Builder

Assess the characteristics and performance of a customized benchmark against a comparison index

ESG Screen Analyzer

Explore the potential impact of eliminating sectors, industries and ESG screens from a benchmark

Transition Analysis Explorer

Evaluate multiple risk and tax impact scenarios before funding portfolios with securities

Portfolio Lab

Combine and assess benchmark blends, ESG screens and transitions

+ +

Simulation Tools

Tax Alpha Simulator

Compare how the loss harvesting experience of a portfolio is impacted by market conditions

Custody Fee Calculator

Compare the differences between asset-based pricing and transaction-based pricing for your portfolio

Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. This information is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts and simulations contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.