Click above to see an overview of the modules within the BetaVest CASE Management System Professional Edition. (Flash Player Required)
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The BetaVest CASE Management System Professional Edition
The complete software package includes the CEM Multimedia Tool and the desktop application. It will allow you to input and analyze client data, optimize and create cash flow scenarios, optimize with up to 7000 portfolio allocations, and generate a full set of detailed reports. Includes additional modules such as a Retirement Quick Planner, Lump-Sum Pension Analyzer, and an Annual Review Module.$1495.00*
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There is a $395 Annual Subscription.
The Client Profile Module
A data input screen that contains personal information, desired retirement goals, current financial position, and a built-in Risk Tolerance Questionnaire. There are also optional tabs that will allow you to input client notes, investment strategy, and other miscellaneous items.
The Allocation Simulation
Analyzes the likelihood of your client achieving their goals using a historical rolling period analysis. This module tests the client's specific goals, cash flow needs, and length of cash flow for their investment timeline. It also allows you to use one of the default cash flow strategies or create a new one using the Cash Flow Optimizer.
The Portfolio Optimizer
Uses your client's chosen cash flow and searches over 7000 different allocations. You can filter the search by risk level or goal probability. The results can then be sorted to examine and find the optimal portfolio for your client.-
Creating Reports
Once you have created the optimal plan for your client, you can generate a 25-page output of full color reports that includes disclosures, client information, summary of the plan created, cash flow report, investment strategies, and a review of the Client Education Module. To view a sample set of reports, click here.