Can advisors modify rate of return assumptions?

David Macchia

January 28, 2011 14:16

Can advisors modify rate of return assumptions?

 

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  David Macchia

  January 28, 2011 14:18

  Yes, rate of return assumptions may be customized for every segment. Just be sure to choose "Custom Strategy" in the Select Strategy drop down box. You will then be able to enter a ROR assumption for each segment.

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