by Advisor Controls | Feb 5, 2021 | Retirement Plan Simulator, Uncategorized
Add an asset When adding an asset or group of assets from a client statement it can be done two ways SIMPLE or DETAILED. Simple data entry: When using the simple approach, you can pull asset type information from subtotals under various sections of an investment...
by Advisor Controls | Feb 5, 2021 | Retirement Plan Simulator, Uncategorized
Income When adding to the incomes, expenses and asset section this can be done two ways either SIMPLE or DETAILED. Choose from a broad range of asset types and attached a Morningstar category to allocate to applicable buckets and accomplish Monte Carlo simulations....
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