Professional Edition
 

Retirement Quant Professional Edition offers special features for planners and sophisticated investors.  With the Professional Edition, you can save separate profiles for each of your clients.  In addition, you can set defaults for market assumptions and  annuity returns which will be the basis for all client profiles.  To provide further flexibility, you can override these defaults on a client-by-client basis.  For example, if a client tells you to be more conservative in the assumptions about market returns, you can easily specify client-specific assumptions. 

Click on a button in the picture below or a hyperlink on the right to learn more about what Retirement Quant can do for you.

You can set market and program defaults for all your clients.  These can be overridden on a case-by-case basis. Enter a client's profile or get an existing profile Evaluate your client's current situation Perform what-if analyses to find the right strategy for your client Print reports or save data to an Excel file