Control the risks the portfolios are taking.
The Retire-SURE gives your clients realistic overviews of their retirement plans and enables them to fix their retirement plans by changing their saving/withdrawal patterns.
The Retire-SURE (pro) is a new generation of retirement requirement calculator which is designed solely for retirement portfolio professionals.
Recent researches indicate that a lot portfolios shortfall are due to risk management, or lacking of it. Simply put, if you can control portfolios risk level, you have a much better chance to reduce retirement portfolios’ depletion rate. Being an investment professional, you can do a bit more than average retirement advisors with Retire-SURE(pro)- by optimizing the retirement portfolio.
Q: How can I reduce the portfolios risk level?
A: By choosing low correlated assets, the risk of portfolio will be reduced. This risk reduction is referred as “Free Lunch” in investment. That is why diversification is important in investment. Investors should get the most out of it.
Q. How can I impress my clients ?
Retire-SURE can show the original portfolio’s profile with targeted portfolio’s profile side by side. As a result, you can show the extent you improve your clients portfolio.
Further, the Monte Carlo screen also can display the original portfolio’s simulation results with that of target portfolio. Doing so, you can show what extent you have improve your clients’ portfolio performance.
Image what your client would say if you can greatly reduce their depletion rate and show the results in front of them?
Q: What is the difference between standard version and professional version?
A: The professional version gives you more :
1. The new Rebalance screen to assign assets weightings of the targeted portfolio.
2. The FineChart screen ranks assets performance by return, risk, Shape ratio, Alpha etc..
3. Screen to compare original portfolios’ return and risk with that of targeted portfolio.
4. Screen to compare original portfolios’ simulation result with that of targeted portfolio.
Hey, don’t just do the hard work, show your clients the result!
To get control of your clients’ retirement portfolios, start with optimizing their portfolios and show them the results with Retire-SURE!
*** Note ***
The app retrieves 20,000+ UK and US popular funds statistics
Email support : 31 December 2015
Data Services : 31 December 2015
No of portfolio : 5 X 20 funds