Tutorial – Asset Allocation and Net Worth

Home Tutorial – Asset Allocation and Net Worth

This page is designed to highlight the clients current investments and compare it to a solution. It can also be used to compare two solutions.

The pie chart should make use of appropriate allocation definition and coloring to enable this comparison. The allocations can be customized in your preferences.

The overall Net Worth combines the monetary assets as well as property and other assets and liabilities.

Asset Allocation Overview

Related Videos:

Detail: Add Accounts to SIPS Income Plan

Detail: Add Accounts from Income Plan to Asset Allocation

Overview: Cash Flow and Taxes

Overview: Structured Income Plan

Back to all SIPS Tutorials

Other Resources:

See Example Cases (redirect to separate SIPS Example Videos Page)

FAQ (redirect to separate FAQ page)

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