College and Retirement Applications for Financial Advisor Websites.
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WHAT YOU GET:
College Savings
App
See the range of values into which your college savings are likely to fall. Use the bottom half of the range to assess your preparedness.
Retirement Savings
App
See how changing variables that are within your control (e.g., retirement age, contribution amount, investment allocation, investment expenses, etc.) may affect the value of your nest egg across a diverse range of potential investment outcomes.
Retirement Spending
App
Use this app to test how different factors impact how long your nest egg may last in retirement. Use the remaining balance data in the simulation results to help quantify the trade-off between income sustainability and the value that may be left for one's heirs.
  • 3 Client-facing apps
  • Client-friendly input design
  • Unique simulation methodology
  • Superior functionality
  • 5,000 Simulations in 5 seconds
  • Clear, quantifiable results
  • Realistic down market ranges
  • Easily test variables one at a time
Advisor subscriptions include white labeled apps and customized reports.

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