By WisdomOne Limited
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Control the risks the portfolios are taking.
The Retire-SURE gives your clients realistic overviews of their retirement plans and enables them to fix their retirement plans by changing their saving/withdrawal patterns.
The Retire-SURE (pro) is a new generation of retirement requirement calculator which is designed solely for retirement portfolio professionals.
Recent researches indicate that a lot portfolios' shortfall are due to risk management, or lacking of it. Simply put, if you can control portfolio's risk level, you have a much better chance to reduce retirement portfolios’ depletion rate. Being an investment professional, you can do a bit more than average retirement advisors with Retire-SURE(pro)- by optimizing the retirement portfolio.
Q: How can I reduce the portfolio's risk level?
A: By choosing low correlated assets, the risk of portfolio will be reduced. This risk reduction is referred as “Free Lunch” in investment. That is why diversification is important in investment. Investors should get the most out of it.
Q. How can I impress my clients ?
Retire-SURE can show the original portfolio’s profile with targeted portfolio’s profile side by side. As a result, you can show the extent you improve your clients portfolio.
Further, the Monte Carlo screen also can display the original portfolio’s simulation results with that of target portfolio. Doing so, you can show what extent you have improve your clients’ portfolio performance.
Image what your client would say if you can greatly reduce their depletion rate and show the results in front of them?
Q: What is the difference between standard version and professional version?
A: The professional version gives you more :
1. The new Rebalance screen to assign assets weightings of the targeted portfolio.
2. The FineChart screen ranks assets performance by return, risk, Shape ratio, Alpha etc..
3. Screen to compare original portfolios’ return and risk with that of targeted portfolio.
4. Screen to compare original portfolios’ simulation result with that of targeted portfolio.
Hey, don’t just do the hard work, show your clients the result!
To get control of your clients’ retirement portfolios, start with optimizing their portfolios and show them the results with Retire-SURE!
*** Note ***
The app retrieves 20,000+ UK and US popular funds' statistics
Email support : 31 December 2015
Data Services : 31 December 2015
No of portfolio : 5 X 20 funds
What's New in Version 4.8.0
No of funds in portfolio increased from 16 to 20.
Data services extend to the end of 2015
Really good! 👍
Really good app, fairly easy to use. Could use more asset holdings though, currently only 20 holdings are allowed.
Fantastic Financial Planning Tool!
This is the best iPad app I have ever used. I have have spent many hours using the app to allocate my IRA savings to seven mutual funds. The app employs Markowitz Portfolio Optimization techniques, with all of its assumptions, including log-normal statistics in prices (only an approximation to reality - but what else can you do?). The app has an impressive data base of mutual funds to select from and has several tools (charts, etc.) to assess a specific fund. The app provides key metrics to allow comparisons of various test portfolios. You can test the value of potential mutual funds to a current portfolio by simply adding the proposed asset with zero funding. Optimizing the new portfolio will indicate if the proposed asset should be included in your portfolio or not. You can even test your portfolio by adding cash, assuming a specific zero risk rate of return. It will allocate the cash as part of the optimization. The portfolio metrics calculated include value-at-risk (VaR), conditional value-at-risk, beta, alpha, volatility (standard deviation), estimated return, Sharpe Ratio, and the asset correlation coefficient matrix by using 3 year or 10 year asset price data. It optimizes your portfolio, indicates how to specifically re-balance your portfolio, does back testing on you portfolio with periodic re-balancing, and performs a Monte Carlo stress test to estimate if your portfolio will stand the test of time. This app has supercharged my IRA and Roth IRAs - they are growing much faster than my old 401(k). It really works! I understand the potential risks in the Markowitz assumptions, but I plan to use this app to re-balance my portfolio on a quarterly basis. Thanks are due to the developers for creating such a wonderful financial tool!
- Category: Finance
- Updated: Apr 27, 2014
- Version: 4.8.0
- Size: 39.5 MB
- Languages: English, Czech, Dutch, French, German, Italian, Japanese, Korean, Polish, Portuguese, Russian, Simplified Chinese, Spanish, Swedish, Traditional Chinese, Turkish
- Seller: WisdomOne Limited
- © WisdomOne 2013
Compatibility: Requires iOS 4.3 or later. Compatible with iPad.