When dialing in your asset return assumptions within the °°° More Menu > Assumptions > Asset Return tab of the Advisor Portal, you will find three available presets to choose from:
The Customized Returns option allows you to enter the interest, dividend and capital gain percentages for each asset class. This option provides the most flexibility, allowing you to manually customize your return percentages.
To customize your assumptions, simply click on the fields you would like to modify and enter your preferred values. Be sure to click the blue Save button in the lower right of the page to lock in your assumptions:
Don't see any return assumptions presets?
Return assumption presets are only available when using "Standard" as your Model Type in the °°° More Menu > Assumptions > Misc tab.
