Matt Kadnar
11:32 minutes
Share

Rent Trust 3 – Jane Smith – Integration with Financial Planning

Highlighting Nebo’s flexible framework, we show how easy it is to integrate cash flow work done from major financial planning software directly into Nebo. We also explore Nebo’s next-generation Monte Carlo simulations in assessing the viability of a personalized glide path and additional savings, withdrawal, and retirement age scenario planning.

Other Case Studies you may be interested in

Matt Kadnar
time
13:40 minutes

Rent Trust 1 – What is my basic plan? Is it viable?

In this brief video, we walk you through a case study from one of our early advisors – how in minutes Nebo can help you build a strategic glide path, test its viability and then build a portfolio based on today’s market conditions.

Watch Now
Matt Kadnar
time
12:46 minutes

Rent Trust 2 – How does my portfolio change with the market?

Building on our first case study, we explore more deeply how Nebo incorporates your investment schema, capital market assumptions, and preferred methods of implementation. Nebo then uses these inputs for its proprietary, multi-period shortfall optimization allowing you to test your intuition and better understand the key decisions that are driving today’s portfolio allocation.

Watch Now

Stay Current with Our Latest Insights

Join hundreds of other leading advisors. You’ll be the first to know Nebo product updates along with valuable insights on behavioral finance and goals-based investing.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.