Overview
Cash Flow Review delivers a prioritized analysis of the client's financial picture, with key metrics like probability of success, median ending portfolio value, and ending net worth, while flagging areas to review.
To start, select "Cash Flow Review" from the main chat page. Confirm which plan you want to analyze, and select "start":
Iris will then check the plan's cash flows to determine which points are having the largest impact on the plan.
Iris will first display the probability of success, median ending asset value, and ending invested assets (or year in which plan ran out of assets). Various findings will then be presented that highlight potential areas of improvement, and which levers in the plan are having the largest impact on the probability of success
