Advisor Series
General Overview
The Advisor Series is designed to allow advisors flexible tools that are detail-oriented, yet run on a smaller data set than the Consultant Series. The Advisor Series is goal-based prior to retirement and cash-flow-based after retirement, making it a suite of tools suitable for high-end advisors who model alternative data scenarios to strategically guide their clients’ actions. Many of the modules in the Advisor Series are integrated into the Comprehensive module which serves as the capstone for this series.