Asset Allocation

IncomeMax users can purchase an optional Asset Allocation module. The Asset Allocation add-on provides advisors a basic and highly flexible capability to show clients their current allocation as well as a recommended allocation. Define asset classes and client risk profiles that support your planning philosophy. Quickly produce recommendations for your clients. Groups and enterprises can work from standardized allocation definitions if required.

Flexibility: Advisors have complete flexibility in defining the asset classes they want to work with as well as the client risk profiles. First - define your list of asset clsesses. Second - define the client risk profiles. Lastly - define how you want assets to be allocated within each client risk profile.

Capture Current Allocations: Quickly classify current asset allocation percentages as you capture each of the clients investment assets.

Compare Current versus Recommended Allocations: IncomeMax allows advisors to graphically illustrate a client's current asset allocation and a recommended allocation side-by-side. Identify the mean rate of return for both allocations and the investment changes required in the client's current portfolio to match the recommended portfolio.