Your Retirement Income Planning Solution
QWeMA NumeRIcs is an Excel-based add-in (see below) which equips financial specialists with analytic tools to explore and solve the most important questions in retirement income planning.
QWeMA NumeRIcs is available in two variates: one targeted at financial advisors (QWeMA NumeRIcs for Advisors) and the other at quantitative financial analysts (QWeMA NumeRIcs for Quants).
On this page, we have presented a few examples of the analytic capabilities of the Add-In using our QuickStart Workbook. If you are interested in learning more about or licensing QWeMA NumeRIcs, please contact us at firstname.lastname@example.org.
Retirement Sustainability and Financial Legacy Calculator
- What’s the chance your client will run out of money in retirement?
- What’s the maximum amount your client can safely withdraw each year?
- What’s the best asset and product allocation to optimize the sustainability of your client’s nest egg?
- How do you identify tradeoffs between spending today and a financial legacy for tomorrow?
The Retirement Sustainability and Financial Legacy Calculatorallows you to quickly and easily find the answers to these questions and more.
Working with basic data you enter about your client today, this calculator shows you and your clients the sustainability of their retirement income strategies and their projected financial legacy. From there, you can swiftly test changes on the fly, using the calculator to project and evaluate alternate scenarios and allocations.
The Retirement Sustainability and Financial Legacy Calculator incorporates the randomness of investment returns as well as random life expectancy — bringing the power of analytic solutions to your desktop, for the benefit of all your clients.
Survival Probability Calculator
- What’s the chance your client will live to an advanced age? What about their spouse?
- What’s the chance at least one spouse will live to an advanced age?
This simple, easy-to-use calculator allows you to solve one of the most basic problems in retirement income planning – selecting the appropriate time horizon.
The Survival Probability Calculator allows you to identify the likelihood your client, or your client and their spouse, will live a given number of additional years. You can use it to project over horizons of up to 30 years and up to age 100. Gain confidence in choosing planning horizons for your clients’ retirement — using the power of probability analytics.
Wealth Projection Calculator
Your clients depend on you to help them plan for the future. But how do you confidently assess the likelihood of their future wealth?
The Wealth Projection Calculator identifies a range of possible future portfolio values for your clients, as well as the likelihood your client’s portfolio will fall within any portion of that range.
Bring clarity and confidence to your client’s retirement income plans by projecting an array of possible outcomes, as well as the probability for each outcome.
The base price for a one-year license for Advisor version of QWeMA NumeRIcs is $399 CDN and includes the Calculators, all upgrades released during the year, and technical support; with additional licenses purchased by the same organization or office offered at a discount. Second and subsequent years scale down in annual licensing costs.
The base price for a one-year license for the Quant version of QWeMA NumeRIcs is $599 CDN and includes all quantitative functions, all upgrades released during the year, and technical support; with additional licenses purchased by the same organization or office offered at a discount. Second and subsequent years scale down in annual licensing costs.