Financial Scenarios

Manage and analyze different investment scenarios for your clients

  • Stable Retirement Fund

    Focused on capital preservation and steady growth

    Client: Carlos Hernández•Return Rate: 5.0%•Time Horizon: 25 years
    $2,000,000
    +$30,000/month
    Projected Value: $6,772,709.882

  • Tech Sector Aggressive Growth

    High-risk portfolio targeting emerging tech markets

    Client: Li Wei•Return Rate: 11.0%•Time Horizon: 10 years
    $3,500,000
    +$50,000/month
    Projected Value: $9,937,973.451

  • Conservative Long-Term Income

    Low-risk, income-generating bond strategy

    Client: Ngozi Adeyemi•Return Rate: 4.0%•Time Horizon: 30 years
    $1,000,000
    +$15,000/month
    Projected Value: $3,243,397.51

  • Balanced Euro Growth

    Balanced strategy with a mix of EU equity and bonds

    Client: Kristjan Saar•Return Rate: 7.0%•Time Horizon: 20 years
    $1,800,000
    +$22,000/month
    Projected Value: $6,965,432.032
DashboardClientsAdvisorsScenariosReports
DashboardClientsAdvisorsScenariosReports