Manage your clients. Model, simulate, and visualize finance.
Model cash inflows, outflows, accounts of various types, run monte-carlo simulations, and print reports.
Model cash inflows and outflows of various types (ordinary income, annuity, social security, payroll, self-employed). Tax calculations are included with both federal and state taxes.
Distribute excess after-tax income to accounts, or use accounts to fill a gap / deficit in cash flow. Advisor Platinum support taxable and tax-deductible accounts, and then uses historical market data to simulate returns for a given asset allocation. Target-date funds are supported as well.
Print reports that contain detailed information about a client's future cash flow, account balances, net worth, and ultimately the probability of having enough means to live until the very last day.
