Creating a Client Profile



You can create a unique profile for each of your clients.  The default market assumptions you created can be overridden on a per-client basis.

Create a financial profile by entering data in each of the different areas.

In Market Assumptions, you will be able to specify your own, individual assets.

Enter the asset allocation by clicking on Assets.

Retirement Strategies is where you will define retirement income goals and the decision rules to achieve them.

When you are done, save the profile for later use.
  How it Works
  Sample Profiles
  In the News
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