GOALS BASED
PLANNING

Execute investment strategies based on clients' needs, goals, ability and willingness to take risk. Increase confidence by stress testing portfolio using thousands of economic scenarios.

Goals Based Planning
Fact Finding
Tailored Solutions

Tailored Solution

01

  • Customize in accordance to client’s willingness and ability to take risk in combination with their unique needs, life goals and future cash needs
Monte Carlo Simulation
Scenario Analysis

Scenario Analysis

  • Take into account cash inflow and outflows and stress test your clients' portfolio through a series of scenario analysis to find probability of success

02

Portfolio Comparison
Portfolio Scenario Comparison

Portfolio Comparison

03

  • Determine which portfolio’s probability of success is higher
  • Make comparison by readjusting cash inflows or outflows

Learn more about the platform by finding out client specific features or Contact Us