Retirement Portfolio Planner
Barrie & Hibbert's solution for modelling retirement income
In order to show the value the Retirement Portfolio Planner can deliver we have created a demonstration version of a typical planning application based on the RPP engine. The demonstration shows:
- How the RPP engine can be used to power a financial planning tool, in this instance a tool to illustrate optimal retirement portfolio solutions
- A prototype user interface helps you explore the underlying functionality of the RPP engine. A full production tool will include a bespoke interface/report designed to fulfill a client's specific business objectives and branding requirements
- The RPP engine can be configured to optimize over a wide range of products and assets. This version optimizes portfolios containing a combination of an annuity, USP drawdown and a guaranteed (GMWB) product. In a full production tool a comprehensive range of product solutions can be incorporated and configured to a specific client's requirements
- Explore the functionality of the engine by comparing the risk and return characteristics of different product and asset portfolios. A real solution to demonstrating to a client how a particular portfolio solution best meets their needs
Take a tour of our demonstration application
The images below will act as a guide for getting the most from the demonstration application:
