FOR: FINANCIAL ADVISORS, REGISTERED INVESTMENT ADVISERS
AT: INDEPENDENT BROKER-DEALERS, BANKS, BROKER-DEALERS, INDEPENDENT RIA FIRMS
AT: INDEPENDENT BROKER-DEALERS, BANKS, BROKER-DEALERS, INDEPENDENT RIA FIRMS
RETIREMENT INCOME ANALYTICS
Hedgeness offers Financial Advisors data-driven applications to personalize, analyze and visualize retirement income outcomes for their clients.
Each application has a wide array of analytics capabilities to compare retirement outcomes under different equity, bond and cash market conditions as far back as 1871.
PRODUCTS
HEDGENESS I.Q.
Hedgeness I.Q. assists Financial Advisors in the decision-making process of annuities with income guarantees by analyzing the key features of each annuity that Advisor is considering for client and quantifying a holistic assessment of each annuity.
EQUITY PORTFOLIO I.Q.
Leverage the Hedgeness Income Engine™ to analyze existing equity portfolios for customized income needs and evaluate proposed portfolios or managers.
Benchmark against market indices to understand the relative risk-reward of an equity portfolio with proprietary income measures.
Generate real-time, data-driven what-if analysis and research for income derived from equity portion of portfolio using different withdrawal rates, inflation rates, and return scenarios among other levers.
Benchmark against market indices to understand the relative risk-reward of an equity portfolio with proprietary income measures.
Generate real-time, data-driven what-if analysis and research for income derived from equity portion of portfolio using different withdrawal rates, inflation rates, and return scenarios among other levers.
HEDGENESS GRAIL
GRAIL stands for Guaranteed Retirement Analytics for Income and Legacy.
GRAIL software evaluates whether a client seeking retirement income withdrawals (now or later) can potentially benefit from the introduction of a guaranteed income solution within their retirement savings (current or projected), both for income maximization beyond goal and income match of goal with legacy maximization.
Thousands of historical scenarios are generated (starting from 1871 to current year) for a rigorous and statistically relevant analysis. GRAIL provides measurable and data-driven analytics for income guarantee solutions that match the sophistication of non-guaranteed asset management software.
GRAIL software evaluates whether a client seeking retirement income withdrawals (now or later) can potentially benefit from the introduction of a guaranteed income solution within their retirement savings (current or projected), both for income maximization beyond goal and income match of goal with legacy maximization.
Thousands of historical scenarios are generated (starting from 1871 to current year) for a rigorous and statistically relevant analysis. GRAIL provides measurable and data-driven analytics for income guarantee solutions that match the sophistication of non-guaranteed asset management software.