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.

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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

Scenario Analysis

02

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

03

Portfolio Comparison

  • 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

Other Solutions

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