The Retirement Express Module allows clients access to the powerful Monte Carlo results and alternative scenarios of the Retirement > Analysis Module with a fraction of the data entry usually required with full planning access.
Client: Enter name, date of birth, planning horizon, and resident state for the client.
2
Co-client: The Co-client card, pre-filled by default, has the same fields except for the resident state. Click it to enter the second client’s info.
3
Add additional participants: To add more household members, click the blue 'Add Participant' button in the top right to include children, grandchildren, or others.
Auto-populate
If the client is invited or has access to multiple modules, Step 1 will automatically populate with any information they’ve already entered.
This tab displays the client’s probability of success, allows you to curate various proposed plans and what-if scenarios, and enables direct comparison between the client’s current plan and proposed alternatives.
The information entered on Step 2 is reflected here as the client's "Current Plan". Using the Action Items at the bottom of the page, you can adjust a client's income, savings, expenses, goals, and more to curate a "Proposed Plan" for comparison. RightCapital runs both plans through a Monte Carlo simulation to project a probability of success and median ending invested asset value.
This tab provides a visual representation of the Monte Carlo analysis, reflecting the range of outcomes throughout the projection. Hovering your mouse over the chart allows you to see invested asset values for each year.
Display Settings
By selecting the Gear Icon in the bottom right corner of the module, you can toggle report settings such as today/future dollars, uniform scale for median ending asset values, and using years instead of ages on the confidence graph x-axis.
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