leftarrow/ GOALS-BASED PLANNING

Use technology to engage clients in a personalized planning process to generate more meaningful conversations about the relationship between goals, investments, and the path to successful outcomes

AdvisorEngine Goals Based Planning Module 1

AdvisorEngine GoalsBased Planning Module 1

Changing the Conversation

Clients step through an intuitive and flexible, goals based planning process where they consolidate their current financial situation and identify and prioritize their financial goals. Creating a personalized plan is simple and can be done in minutes, resulting in immediate feedback with a detailed picture of how to track life goals. Change the conversation from performance-centric discussions to goal attainment and outcome success.

AdvisorEngine GoalsBased Planning Module 1
AdvisorEngine Wealth Management Technology Reporting 2

Multiple Goals / Multiple Scenarios

Create personalized plans with multiple goals, funding sources, priorities, and time frames. Prioritize must haves, nice to haves, and wish to haves. Align specific portfolios or assets to individual goals; such as putting that 529 plan to work towards the education goal. Aggregate held-away assets and liabilities, specify plans to sell real estate, and provide information around savings and retirement income to create a truly holistic plan.

AdvisorEngine Wealth Management Technology Reporting 2
AdvisorEngine GoalsBased Planning Module 3

Configurable Recommendations

Provide curated investment recommendations and guide conversations based on your client’s unique goals. Use your risk tolerance questionnaire and investment framework while creating glide paths based on time frame based decision points. Configure probability of success thresholds, and what constitutes a successful plan. Tweak capital market assumptions to customize risk and return calculations used in the simulation.

AdvisorEngine GoalsBased Planning Module 3
AdvisorEngine GoalsBased Planning Module 4

Powerful Simulation Engine and Automated Solver

Our advanced, monte carlo simulation engine is powered by industry-leading, factor-based analytics, and a robust set of configurable assumptions. Goals are evaluated holistically, and probabilities are ranked by upper, lower, and median chances of success. Multi-factor simulations contemplate tax rates, social security benefits, and taxability of assets to inflation rates and capital market assumptions to build a plan personalized to clients’ particular financial situations.

The automated solver provides adjustment recommendations to increase the probability of success for failing plans.

AdvisorEngine GoalsBased Planning Module 4
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