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Interactive Financial Planning

The Lifetime Asset Allocation solution is an advanced financial planning tool. It guides investment advisors through the consulting process to accomplish the financial goals of their retail customers. Firstly, the financial situation of the individual investor that determines the savings and spendings over time is being identified. In a second step the optimal investment decision is being calculated using modern multi-period portfolio optimization algorithms. The overall decision is based on a shortfall risk approach and can be modified at a later stage. The investor can see the goal achievement probability and adjust the parameters if they doesn’t match – either lower or postpone the goal and/or increase the savings rate or the performance of the portfolio.

  • Consumption and Savings

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  • Strategic Asset Allocation

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  • Retrospective What-If Analysis

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  • Wealth Forecast


  • Goal Achievement Probability

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