The Projected Assets chart represents your clients' assets over time based on 1000+ paths of potential portfolio returns combined with all assumptions in their reports.
To access the Projected Assets chart -
- Click into the Risk Assessment that you want to work with. This can be access through the "Clients" or "Risk Assessments" tab.
- Then, click the "Results" denoted by a star icon on the top right side of the web page.
- On the results page, you will see the "Projected Assets" tab located in the list on the right side of the page.
The video below highlights some information about this useful graphic -