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.
 
  Approach
 
  Notes
 
  How it Works
 
  Sample Profiles
 
  In the News
 
  How to Order
 
  Publications
 
  Management
 
  FAQ
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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