| | | Assess. Plan. Model. | | | The Planning Module helps advisors build the most appropriate portfolios for clients by assessing their risk tolerance and identifying their investment goals. Comprehensive portfolio construction tools and other features facilitate productive advisor/client interactions that help lead clients to smart, informed investment decisions. With this module, advisors have the tools to show clients how and why different strategies might succeed. | |
| What you can do: | | | | | Conduct meaningful risk assessments | | | | | |
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| | | A Risk Assessment Questionnaire creates an accurate risk profile for each client. Use the Risk Assessment Results Report to present portfolio risks and recommendations based on historical data, or use your own risk questions to create a customized report. This individualized approach supports clients' commitments to their plans, despite any short-term fluctuations in performance. | | | | | | The Goal Planner can help accommodate several investment goals—such as purchasing a home, funding college education, and saving for retirement. Use the information to explore how different investment strategies and asset allocations will allow clients to achieve specific and overall objectives. | | | | | Apply success-modeling tools | | | | | |
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| | | Present clients with wealth forecasts and expected outcomes based on sophisticated Monte Carlo simulations. With each scenario, project long-term future results as a range of possibilities, showing the probability of success for each different strategy. After determining the basic portfolio allocation, use the Clients & Portfolios Module’s Portfolio Constructor to recommend specific securities for each client’s account. | | | | | |
| | | | Take Action | | | | | | |  | | | | | See It Work | | | | | | | | | | Proof | | | | | | | | | Learn More | | | | | | | | | | | | Customer Support | | | | | | |
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