Historical Audits provide perspectives on market conditions that Monte Carlo simulations do not account for. Learn how advisors who leverage both in the GDX360® software differentiate themselves from their competitors and provide their clients with a superior experience.

Topics Covered:

• Monte Carlo Simulations in various market value conditions including interest rate inflation fluctuations
• Benefits of adding a Historical Audit in addition to Monte Carlo simulations
• How and when should these tools be used in client meetings
• Best practices for leveraging GDX360 planning software for Historical Audit