White paper - Next generation financial modelling
Table of Contents
White paper - Next generation financial modelling
Introduction
Product summary
Modelling options
Optimisation
Optimisation features
Simulation
Getting started (Pre-modelling)
Fact Find
Objectives
Objective assumptions
Risk profile
Comprehesive modelling
Adviser settings
Scope of advice
Cashflow assumptions
Insurance
Insurance needs
Insurance quote
Product recommendations
Portfolio recommendations
Portfolio constraints
Strategy settings
Video examples
Optimisation settings
Products
Investments
Entities
Assumptions
Video examples
Model results
Summary of results
Projections
Strategy
Retirement adequacy
Probability analysis
Asset allocation
Benefit of advice
Model comparison
Cashflow / Tax
Insurance
Property
Debt
Superannuation
Other entities
Portfolio
Best interest comparison
Rollovers
Insurance quotes
Assumptions / Fees
Advice documents
Default portfolio
No advice model
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