Meet the Miller's, a fictitious client at BMG.
Frank and Joanna use the Empowered level of BMG Prologue. Their subscription gives them access to WealthVision, managed by the team at BMG. We've loaded all their financial data into one, mobile-friendly place, so they can have the confidence of seeing their financial story on demand.
WealthVision Allows Us to Make Educated Decisions Together
After learning more about this couple, we helped to put a numeric value on their hopes and dreams for the future and organized these and other considerations into their personalized plan. One of the great parts of WealthVision is how it "aggregates" your different accounts from all over, and stores them in one easy place.
Are the Miller's on track?
It looks like they are! WealthVision runs thousands of different scenarios over their future lifetime. (The fancy name for this is
a Monte Carlo simulation.) Based on the tested scenarios, the software gives Frank and Jo a "probability of success" score.
And in this case, they're looking good.