by Advisor Controls | Feb 5, 2021 | Retirement Plan Simulator
Step 1 Redtail CRM users may create Advisor Controls RPS cases directly from Redtail. Follow the directions tosetup your integration between Redtail CRM and RPS. While on the Advisor Controls dashboard, click on “My Profile” in the top left corner, then clickthe...
by Advisor Controls | Feb 5, 2021 | Retirement Plan Simulator
Compare the proposed plan versus the current plan while displaying rationale of each investment recommendation with summary notes. Animated buckets measure allocations to low risk, guaranteed and high-risk income sources. Dials indicate product weighting, asset class...
by Advisor Controls | Feb 5, 2021 | Retirement Plan Simulator
Dashboard When building a proposed plan RPS extends same page control so you never have to leave the page when making recommendation. Much like the current plan the proposed plan has three sections that include: low risk/short-term assets, baseline income and high...
by Advisor Controls | Feb 5, 2021 | Retirement Plan Simulator
Cash sources Clicking on the graph or the ledger will display inflation and tax adjusted income sources. If more detail is needed you can find the color-coded ledger which provides detailed monthly values forecasting through age 100. At Risk Income: Available income...
by Advisor Controls | Feb 5, 2021 | Retirement Plan Simulator
Assessing risk The current plan displays the pyramid of risk and corresponding buckets to illustrate the roll each investment plays in an income plan. The three sections include low risk/short term assets, baseline income and high risk/long term assets. Your client’s...
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