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Plan Recommendations
Compare projected goal success, contribution guidance, and rebalance actions to decide what to implement for each investor.
Filter & manage recommendations
Review, filter, and act on plan recommendations for investors, including contribution guidance, rebalance actions, and projected goal success rates.
Recommendations
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Recommendation Playbooks
Generate from risk profile
Use the investor’s risk profile and time horizon to generate a fresh recommendation.
Rebalance existing portfolio
Identify drift from target allocation and propose specific buy/sell actions.
Optimize for goal success
Focus on improving projected goal success rate by adjusting contributions and risk.
Quick Filter
Narrow down recommendations that need your immediate attention.