The Envision Scenarios online tool lets clients test drive alternative “what if” scenarios based on their current Envision plan. They can create up to two different scenarios at a time, and within each scenario, they’re able to adjust goals, such as retirement age, retirement spending, asset allocation, savings, and income sources. Then clients can instantly see how these changes can affect their plan.
The Financial Advisor is notified of their client’s newly created scenarios and can interact with them online about their changes. The advisor can then respond with an updated scenario using the Envision Scenarios platform to propose changes to the client’s plan.
Envision Scenarios online empowers clients to be more involved with their investment plans and the Envision process.