The Planning Module supports the development of sophisticated plans for multiple investment goals. It gives you the tools to show clients how and why different strategies might succeed. Most importantly—it facilitates meaningful interactions between you and your clients that lead to smart, informed decisions.

With this Module you can:

• Identify a clients' true tolerance for risk
• Create custom asset allocations
• Develop sophisticated plans for multiple investment goals
• Set customized alerts to stay on top of your clients' portfolios

Meaningful Risk Assessment
The Planning Module holds the key to risk analysis tools. The Risk Assessment Questionnaire helps you quickly assess a client’s true tolerance for risk. Once you establish a plan for your clients, use the Risk Assessment Results Report to clearly illustrate the risks associated with a recommended asset mix, based on historical performance. By using this part of the Planning Module, you can develop asset-allocation benchmarks with a high probability of winning the client's approval and delivering long-term success.

Goal Planning and Monte Carlo Simulation
When your clients or prospects present their multiple investment goals—purchase of a home, funding their children’s college education, and saving for retirement—the Planning Module’s proprietary Goal Planner function will help you create a complete picture of their financial future based on all of their investment and account details.

After establishing target investment needs, you can test multiple strategies or scenarios and present your clients with wealth forecasts and expected outcomes based on sophisticated Monte Carlo simulations and tax-aware analysis. With each scenario, long-term future results are presented as a range of possibilities, showing the probability of success for each different strategy.