Retirement planning app
The Big Picture offers a sweeping view of market history. With the app in hand, financial advisors will be better equipped to engage clients, set expectations, and increase product awareness. In turn, they will see greater success in attracting and retaining assets.
The app allows advisors to build the retirement portfolio of their choice, instantly back-test it over hundreds of historical investment periods, and impress clients with personalized perspectives on questions like:
Based on history:
? Safe Withdrawal Rates: How much can I sustainably spend in retirement?
? Success Rate: How likely am I to run out of money?
? Asset Allocation: Would altering the composition of my portfolio improve my odds?