Join us in looking at the Big Picture®: New web-based software that helps financial advisors build trust with investors by evaluating their safe withdrawal rate.
Advisors can build portfolios using any combination of asset classes, and back-test them over rolling historical periods. In this way, the software reconstructs the investment experience of hundreds of retirees. Advisors can adjust inputs to illustrate the tradeoffs associated with different asset allocations, withdrawal rates, and lengths of retirement.
