Our case design infrastructure is built to be easily and systematically deployed by advisors. In addition, it is directly integrated with our platform of resources, processes, technology and investment philosophies providing seamless messaging and continuity.
A flexible suite of proprietary and client-specific presentation tools.
This report compares a prospect's current portfolio to a set of proposed strategies, clearly demonstrating various portfolio enhancements.
A concise financial planning tool that incorporates income sources, contributions, withdrawal needs, and investable assets, as well as an integrated Monte Carlo simulation.
This simple portfolio summary displays four distinct purposes of a current and proposed portfolio allocation to illustrate the power of strategy-level diversification.
This concise report simplistically and visually diagrams the client’s current accounts relative to the proposed recommendations.
This fund analyzer compares various fiduciary attributes of client fund holdings against those of appropriate peer groups to identify necessary improvements.
A summary report outlining key risks and characteristics of portfolios containing individual bond holdings.
A variety of retirement plan-specific analysis tools including a fee analysis, plan contribution analysis, and fund due diligence reporting.