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Integrations | Wealthcare Financial Planning - September '23

  • August 25, 2023
  • 4 replies
  • 21 views

The CircleBlack Investor Dashboard to include a branded tile showing:

  • Comfort Zone Score and chart 

  • Monte Carlo Simulation - takes the variable that has uncertainty and assigns it a random value. The model is then run and a result is provided. This process is repeated again and again while assigning many different values to the variable in question. Once the simulation is complete, the results are averaged to arrive at an estimate.

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  • August 25, 2023
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