Multiple return assumption sets
New
By popular demand, we've added the ability to create and manage multiple sets of customized return assumptions. This update makes it easier to maintain assumptions for client segments or specific client scenarios. The design of the Asset Return tab was also updated for a cleaner and more intuitive layout.
Firms that control the return assumptions for advisors can now also set up multiple assumption sets that can be used within client plans. To learn more about asset return assumptions...