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DELIVERY CHANNELS<br />
Online Client Portal<br />
Responsive Design for<br />
Advisor (Tablet/Mobile)<br />
The solution contains a portal that allows clients to upload documents and<br />
advisors to share plans collaboratively with clients.<br />
The solution presents information in a responsive design for advisors across<br />
devices.<br />
Responsive Design for<br />
Client (Tablet/Mobile)<br />
The solution presents information in a responsive design for clients across<br />
devices.<br />
FINANCIAL PLANNING<br />
Asset Allocation<br />
The solution lets advisors to allocate assets across asset types based on<br />
client's goals, risk tolerance, and time frame<br />
Cash-Flow Analysis<br />
The solution is capable of producing current and future cash flow analyses<br />
based on a client’s need.<br />
Financial Calculators<br />
The solution contains quick calculators based on common financial goals<br />
(retirement savings, college savings, retirement income, etc.).<br />
Goal-Based Planning<br />
The solution lets advisors create plans based on a client’s goals (retire in 20<br />
years, purchase new house in ten years, etc.).<br />
Investment Planning<br />
The solution supports investment planning, such as projected asset growth and<br />
goal probability via a portfolio of investments.<br />
Monte Carlo<br />
Simulations<br />
PORTFOLIO MANAGEMENT<br />
The solution is capable of producing calculations determining the percentage<br />
chance of a client reaching their goal based, usually via built in Monte-Carlo<br />
simulation tools.<br />
Cost Basis<br />
Management Reporting<br />
Tool<br />
Portfolio Modeling<br />
Rebalancing<br />
Risk Tolerance<br />
The system methodically captures cost basis.<br />
The solution allows senior managers to run internal reports on department and<br />
firm performance.<br />
The solution is capable of providing model portfolios based on risk tolerance<br />
and mapping existing portfolios to the model portfolios.<br />
The solution can rebalance a client’s holdings in a plan to match the original<br />
recommended portfolio.<br />
The solution allows advisors to conduct risk analysis for a client based on time<br />
frame, risk appetite, age, and other factors.<br />
Source: CEB analysis.<br />
© <strong>2016</strong> CEB. All rights reserved. 16<br />
cebglobal.com
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