Monte Carlo
Results
Answering the question:
Where do I stand?
This API provides the Probability of Success for the client’s plan. In addition, it can provide the image of the “meter” to display.
Creating a convenient way to see the results of a client’s financial goal plan can not only save time for both the client and advisor, but it can also provide peace of mind of knowing where they stand.
Working with your firm, Envestnet | MoneyGuide can provide updated results based on the latest account information of the client anywhere on an advisor platform or client portal.