Advisor tools and calculators
Our tools and calculators can help advisors develop recommendations for clients by outlining key concepts and bringing ideas to life.
- Demonstrate the historical performance for any constructed model portfolio (using our Series A funds) with the Investment illustration tool
- Determine which Granite managed portfolio best suits clients’ risk profile and generate a customized Investment Policy Statement using the Sun Life Granite Managed Solutions proposal tool
- Build a portfolio of funds/classes for high net worth investors (Series A, F, O and T for mutual funds; A class, F class and O class for Sun Life GIFs*), using the Private Client investment illustration tool
- Illustrate the features of Series AT funds with the Series T Calculator.
Select the tool best suited for your client to start their investment journey with Sun Life Global Investments:
*Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value.