Comprehensive

The Comprehensive module collects data to produce an in-depth, seamless analysis in key planning areas to provide a full picture of a client’s financial situation. The module creates both a current and a projected analysis in each topical area, and includes pre-set alternatives that allow the client to see the impact of various actions on their financial situation. AllocationMaster is integrated as the asset allocation tool to create the current and recommended portfolio which is used for asset projection.

Module Target User – established advisors working with high net worth clients
Completion Time – 30 to 90 minutes

This module:

  • Includes topical coverage in the following areas:

    -   Input  (comprehensive data collection)

    -   Executive Summary

    -   Financial Statements (Financial Statements Advisor analyses)

    -   Portfolio Planner (AllocationMaster analyses)

    -   Goal Planner (pre-retirement goal analysis)

    -   Retirement Planner (Retirement Advisor analyses)

    -   Estate Planner (Estate Advisor analyses)

    -   Action summary

  • Allows income tax rates to be automatically estimated or manually entered

  • Allows asset returns to be manually entered or based on capital market assumptions