Envision Use

Model Variations

You may create as many models as you wish. Variations of models enable sensitivity analysis and comparative outcome evaluation.

Model Goal

Envision enables you create a model that targets a specific $ goal and/or a goal date. You may set your goal based on a:

• Specific Amount
• Number of Years from today
• Specific Date

Scope - A Zoom Lens on Sensitivity Analysis

• Analyze your entire portfolio or zoom into accounts, asset classes, or individual assets
• Build custom dashboards that highlight the numbers that matter most to you
• Filter and personalize views to match your unique financial goals

The scope of your model may be:

• Portfolio
• Account Group
• Account
• Asset Group
• Asset

You may define any grouping of accounts or assets that is important to you by creating an Attribute. Also, within your portfolio or any group, you may use AssetView's filtering to control the scope of the model. So you have unlimited power and control over how you project and visualize your future financial outcomes.

Rates of Return

For each element with the scope of a model, you may set a projected annual rate of return.

Example:

Re-balancing and Re-allocation

Within you scope, you may choose to re-balance or re-allocate your portfolio.

Example: