Migrate to Client Reporting

Financial Needs Analysis:

Net Worth:

• No equivalent for Net Worth Overview
• Net Worth Summary (current plan)
• Net Worth Summary (proposed plan)
• Net Worth Statement (current and/or proposed plan)
• Net Worth Outlook (current plan)
• Asset Accumulation & Depletion (current plan)
• Net Worth Outlook (proposed plan)
• Asset Accumulation & Depletion (proposed plan)

Cash Flow:

• No equivalent for Cash Flow Overview
• Current Year Cash Flow (current plan)
• Current Year Cash Flow (proposed plan)
• Cash Flow Outlook (current plan)
• Cash Flow Surplus/(Deficit) (current plan)
• Cash Inflows (current plan)
• Cash Outflows (current plan)
• Cash Flow Outlook (proposed plan)
• Cash Flow Surplus/(Deficit) (proposed plan)
• Cash Inflows (proposed plan)
• Cash Outflows (proposed plan)
• No equivalent for Substantially Equal Periodic Payments

Asset Allocation:

• No equivalent for Asset Allocation Overview
• No equivalent for Risk Tolerance Analysis
• No equivalent for Asset Class Details
• No equivalent for Account Details
• Current Asset Mix
• No equivalent for Current Portfolio Breakdown
• Asset Allocation Portfolio Comparison - Suggested and Asset Allocation Portfolio Comparison - Implemented (if applicable)
• No equivalent for Efficient Frontier Analysis
• No equivalent for Considerations
• No equivalent for Range of Returns

Retirement:

• No equivalent for Retirement Overview
• Retirement Goal Coverage
• Retirement Needs vs. Abilities
• the components of Asset Allocation - Proposed Plan are distributed throughout several Client report pages, including:
  • Retirement Asset Allocation Comparison (proposed plan)
  • Retirement Asset Allocation Comparison - Implemented (proposed plan) (if applicable)
• The components of Current Plan Summary and Proposed Plan Summary are distributed throughout several Client report pages, including:
  • What Are My Options for Retirement
  • Retirement Goal Coverage
  • Retirement Objective Coverage
• Probability of Success - Retirement
• Retirement Asset Accumulation & Depletion (current or proposed plan)
• Retirement Income & Expenses (current or proposed plan)
• Retirement Objective Coverage
• Retirement Capital Comparison
• Retirement Asset Accumulation & Depletion (current plan)
• Retirement Longevity Analysis (proposed plan)
• What Are My Options for Retirement
• Monte Carlo Goal Coverage - Retirement (current plan)
• No equivalent for Compound ROR
• No equivalent for Annual ROR
• No equivalent for Cash Inflows
• No equivalent for Cash Outflows
• No equivalent for Attainable Retirement
• Retirement Bucketing Strategy (current/proposed plan)

Asset Allocation:

• No equivalent for Client Information
• No equivalent for Overview
• No equivalent for Risk Tolerance Analysis
• No equivalent for Asset Class Details
• No equivalent for Account Details
• Current Asset Mix
• No equivalent for Current Portfolio Breakdown
• Asset Allocation Portfolio Comparison - Suggested and Asset Allocation Portfolio Comparison - Implemented (if applicable)
• No equivalent for Efficient Frontier Analysis
• No equivalent for Considerations
• No equivalent for Range of Returns
• No equivalent for Conclusion
• No equivalent for Appendix
• No equivalent for Plan Data Summary
• Important Terminology
• No equivalent for Disclaimer
• No equivalent for Asset Allocation Rate Approval
• No equivalent for Delivery Acknowledgment

Financial Needs Summary:

• No equivalent for Introduction
• Net Worth Summary
• Current Year Cash Flow
• No equivalent for Income Tax
• Asset Allocation Portfolio Comparison - Suggested
• No equivalent for Efficient Frontier
• Financial Snapshot
• No equivalent for Retirement Scenario Summary
• Retirement Goal Coverage
• Retirement Needs vs. Abilities
• Retirement Asset Allocation Comparison - Suggested
• Monte Carlo Goal Coverage - Retirement
• Retirement Longevity Analysis
• No equivalent for Emergency Fund Scenario Summary
• No equivalent for Emergency Fund Needs vs. Abilities
• No equivalent for Emergency Fund Plan Summary
• No equivalent for Business Planning
• No equivalent for Monte Carlo Analysis Assumptions
• No equivalent for Disability Insurance Comparison Summary
• No equivalent for Disability Insurance Needs vs. Abilities
• No equivalent for Disability Insurance Plan Summary
• No equivalent for Life Insurance Comparison Summary
• No equivalent for Life Insurance Needs vs. Abilities
• No equivalent for Life Insurance Plan Summary
• No equivalent for Long-term Care Comparison Summary
• No equivalent for Long-term Care Needs vs. Abilities
• No equivalent for Long-term Care Plan Summary
• No equivalent for Stock Options
• No equivalent for Restricted Stock
• No equivalent for Estate Planning
• No equivalent for Client Action List
• No equivalent for Activity Report
• No equivalent for Conclusion