Monte Carlo Results can be viewed in the following places EXCEPT:

Monte Carlo Results can be viewed in the following places EXCEPT:

• A. Advisor Dashboard
• B. Vault
• C. Needs Analysis
• D. Client Portal

Answer: (C)

Monte Carlo results show the probability of meeting financial goals across many market scenarios, and they’re designed to be viewed in places used for presenting and securely sharing plan outcomes. In the Advisor Dashboard you review and discuss plan results with clients, in the Vault you securely store and access the Monte Carlo reports, and in the Client Portal the client can see these probabilistic outcomes as part of their plan. The Needs Analysis module, on the other hand, focuses on calculating required savings and identifying gaps to meet goals; it doesn’t display the probabilistic Monte Carlo outcomes. So the exception is that Monte Carlo results aren’t viewed in Needs Analysis.

Monte Carlo results show the probability of meeting financial goals across many market scenarios, and they’re designed to be viewed in places used for presenting and securely sharing plan outcomes. In the Advisor Dashboard you review and discuss plan results with clients, in the Vault you securely store and access the Monte Carlo reports, and in the Client Portal the client can see these probabilistic outcomes as part of their plan. The Needs Analysis module, on the other hand, focuses on calculating required savings and identifying gaps to meet goals; it doesn’t display the probabilistic Monte Carlo outcomes. So the exception is that Monte Carlo results aren’t viewed in Needs Analysis.