The Current vs. Target Allocation Comparison section allows you to see a comparison between the client’s current asset allocation and their target asset allocation. You can also see a Forecast Comparison in either percentage or dollar values.
This screen displays a side-by-side comparison of the current and target asset allocations.
If you want to set a Risk-free Rate, click Settings from the menu above the screen and enter a percentage value in the dialog box.
Note: The risk-free rate is saved individually for each plan. Any change to the risk-free rate for the current plan will be saved as a default for new plans.
You do not need to interact with this step. Simply click Next when you are ready to continue.