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Investment Tools

Parametric offers robust reporting and tools for wealth managers, built with easy-to-use interfaces atop secure platforms. These tools allow you to build and evaluate portfolios customized to each investor’s unique situation.

Investment calculators

These calculation tools can give your clients a detailed view of potential performance under changing market conditions.

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Laddered Interest Rate Scenario Tool


Discover the impact of changing interest rates on laddered municipal and corporate bond portfolios.

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Tax-Equivalent Yield Calculator


Choose the best municipal bonds for your clients by comparing potential taxable and tax-exempt yields.

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Investment Tax Calculator


Assess your clients’ investment tax rate based on income, location, and filing status.

Concentrated Stock Position Calculator icon


Concentrated Stock Position Calculator


Help your clients manage and unwind their single-stock concentrations while lowering tax and transaction costs.

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Charitable Giving Calculator


Show your clients how to make the most tax-efficient cash and security donations to the charities of their choice.

These tools are for use by investment professionals and financial advisors only. They are not intended for use by the general public. These tools are designed for informational and educational purposes only. They are not intended to provide and should not be relied upon for investment, accounting, legal, or tax advice.

Advanced tools

Registered users of Parametric’s separately managed account (SMA) platform can access additional next-level tools and value-driven reporting.

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FEATURED TOOL

ESG Screen Analyzer

Evaluate the potential impact of applying responsible investing guidelines to your clients’ portfolios. Unlock this and other tools.

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Portfolio Lab


Combine and assess benchmark blends, responsible investing screens, and portfolio transitions.

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Tax Alpha Simulator


Compare potential pretax and after-tax returns when actively harvesting losses and deferring gains.

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Benchmark Builder


Compare the potential of a customized index blend against a standard benchmark.

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Transition Analysis Explorer


Evaluate the possible impact of taxes at a portfolio’s inception.

Custody Fee Calculator


Custody Fee Calculator


Compare the differences between asset-based pricing and transaction-based pricing.

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Tax Change Calculator


Explore the possible savings from accelerating long-term capital gains.

Advanced tools require login. Sign up to use our separately managed account portal.



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These tools are for use by investment professionals and financial advisors only. They are not intended for use by the general public. These tools are designed for informational and educational purposes only. They are not intended to provide and should not be relied upon for investment, accounting, legal, or tax advice.

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