QVEL 2.0 : Your Retirement Income Planning Solution
QVEL 2.0 is software which equips financial specialists with analytic tools to explore and solve the most important questions in retirement income planning.
End your reliance on workarounds, ballparking, and “guesstimates,” and free yourself from time-consuming, cumbersome financial planning software. Explain and validate your proposed solutions with tools that are easy to use, and easy to demonstrate. Differentiate yourself and your practice by actually solving your clients’ retirement income problems!
Thinking about retirement income planning? Get right to the point – powered by QVEL.
Retirement Sustainability and Financial Legacy QWalculator
• 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 QWalculator allows 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 QWalculator 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 QWalculator
• 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 horizon.
The Survival Probability QWalculator 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 QWalculator
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 QWalculator 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. Use the Wealth Projection QWalculator to empower your client’s choices!
