Tools & Calculators

Portfolio Illustrator

Investment professionals can generate client-ready proposals that are customized to your client's level of investment sophistication.

View the Portfolio Illustrator.

Factor eXposure Tool

Invesco’s Factor eXposure Tool can help you identify the underlying factor exposure in a wide variety of investments.

Launch the Factor eXposure Tool.

Multiple Fund Comparison

Use this tool to compare multiple funds and examine performance, portfolio, and operations data.
Note: Invesco will be suspending the Multiple Fund Comparison tool at the end of June 2020. If you would like to view or compare Invesco's financial products or Contact us.

Use the Multiple Fund Comparison tool.

FINRA Required Minimum Distribution (RMD) Calculator

Use FINRA's calculator to determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA.

Use the FINRA Required Minimum Distribution (RMD) Calculator.

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