PortfolioPlanner gives you the ability to create, manage and view portfolio investment plans for your clients. As you construct a plan for your client the tool will help you to demonstrate to your clients the risk of various investment choices, provide suggested asset allocations and report buy and sell actions to implement effective investment strategies.
The planner can highlight investment risk of chosen long term strategies, showing the downside as well as upside. 'What-if' scenarios enable the term, target, risk category and other inputs to be varied on one screen, allowing the impact to be assessed immediately.
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