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Empires'
Managed Account Program, EMAP is offering a "service"
for its participating financial advisors. EMAP will utilize
Ibbotson Associates investment planning software, making available
investment planning and investment analysis reporting.
Ibbotson's
Investment Planning Software will allow EMAP to take you
through the entire investment process, from gathering information
to implementing a new portfolio. Designed to help professionals
make sound recommendations and assist their clients in reaching
their investment goals.
Upon completion
of an Ibbotson fact finding questionnaire, forward the information
to EMAP, we will process the data and have the reports back
on your desk within 48 hours.
A
few examples of client reporting available:
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Monte
Carlo simulation |
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Tax
impact (taxable & deferred) portfolios |
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Graphs
and charts |
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Relevant
historical performance |
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Classify
current holdings |
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Current
market expectations |
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Assess
risk tolerance |
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Manager
value relative to benchmark |
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Determine
income requirements |
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Expense
and total return ratios |
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Evaluate
client goals |
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Portfolio
optimization |
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Savings
and spending habits |
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Plus
many more options…. |
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Tax
deferred wealth projections |
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Suitability
for risk levels |
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