Understand sequence of returns risk with Monty
Sequence risk is the danger that the timing of withdrawals from a retirement account will have a negative impact on the overall rate of return available to the investor. This can have a significant impact on a retiree who depends on the income from a lifetime of investing and is no longer contributing new capital that could offset losses. Sequence risk is also called sequence-of-returns risk.
- Investopedia.com
What is Monty?
Monty is our flagship product. Use Monty with your clients for annual reviews. It's simple to use. Our intuitive dashboard highlights 4 key metrics. We summarise the chance of a client's money lasting till a desired age, the ranges of portfolio balances as well as comparing income generated by the portfolio against income desired.
Benefits
Measure sequence of returns risk
Monte Carlo analysis
Print or export a plan for clients
Monte Carlo analysis
Print or export a plan for clients
Cost
R600 ex VAT per month (charged per user)
Retired ClientsUse Monty help you decide how much income to withdraw from a retired client's portfolio.
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Working ClientsMonty will help you decide how much money your client needs to save each month to achieve their retirement goals.
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