Availability:
- enterprise-wide (for all advisors)
- enterprise-wide with a simplified Optimizer
- as part of the Asset Allocation Suite
|
LifeCycle:
- is compliant with contemporary financial theory (Samuelson &Merton).
- targets for terminal wealth or annuity.
- is analytically superior to competing technology.
- includes alternate time horizons.
- integrates theoretically and practically with Resampled Efficiency.
- is entirely customizable to different investment scenarios.
- provides more robust and realistic return assumptions.
- includes customizable charts and graphs.
- considers the impact of extreme events.
- contains tools for inflation and fee handling.
- includes flexible reporting options.
- handles fixed and proportional cash flows, even multi-generational flows.
|
