Understand how to add Monte Carlo to your PDF presentation and explain it to a client
To get the Monte Carlo to show up in your PDF presentation you must have the Detail toggle switched on. This can be found on the client's Info page. If you don't have the Detail option, you can upgrade for an additional fee.
Next you will need to make sure that the portfolio view is selected under the returns tab. If the variable view is selected, a Monte Carlo will not appear in the presentation.
In the disclosures section of the presentation, you will find a description of the Monte Carlo process.
Finally, on the assumptions page of the presentation, you will find both the Monte Carlo analysis and the plan probability percentage. If there are many assets, they appear on two different pages.
