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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.
Customize in accordance to client’s willingness and ability to take risk in combination with their unique needs, life goals and future cash needs
Take into account cash inflow and outflows and stress test your clients' portfolio through a series of scenario analysis to find probability of success
Determine which portfolio’s probability of success is higher
Make comparison by readjusting cash inflows or outflows
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