Benefits and Features
Optimize Portfolio Composition
Proposed Investment Portfolios based on redefined asset allocations and returns are used to compare the client’s current portfolio to a recommended proposed portfolio.

Create Tax Efficiency
Are easily done to find the most tax effective vehicle for the investor as well as how to best optimize annuity withdrawals.

Balance Risk and Return
By being able to demonstrate the probability of negative returns, the Financial Planner can educate the client on the risk\return effect of the select portfolio as well as explore his\her risk tolerance.

Transparency of Analysed Data
The cash flow worksheets are available to be viewed ensuring transparency.

Customizable Reports
Reports can be fully designed and customized by the Financial Planner to include predefined text, fund fact sheet information as well as company logos. Analysis of Current and proposed capital, income and liquidity positions and the ability to present as a report for comprehensive communication to the Client.

Ability to match specific Client needs
What if Analyses – Remodeling the most appropriate situation to best suit the Client’s objectives.

Achieve Desired Returns
Through repositioning of the Client’s assets in their current portfolio at different times, the Financial Planner is able to achieve the desired targeted returns within the appropriate risk tolerance level.

Centralization and Integration of Data
Spotlight Wealth Manager is built on Spotlight’s extensive Client Relationship Management system, which means there is no need to duplicate capture of data, and client data can be centrally managed.

Simplicity of Planning
Spotlight Wealth Manager makes it fast and easy to create meaningful, high-impact plans that are sophisticated but not complicated.