Identify your client’s financial goal and investment stage: Accumulation, Preservation, or Distribution.
Easily model account data with key client information. Run simulations. Analyze risks. Assess probabilities of success.
Make smart product recommendations and create custom proposals to position a client’s wealth for success.
What if technology could help you simplify product selection and improve decision-making at each stage of the investment planning process?
Horizon Dashboard, our goals-based advisor software, strengthens your planning workflow to help enhance the value you deliver to your clients.
Easily adjust investor and goal data and watch Gain portfolios react in real time.
Compare the historical performance of your Protect strategy with alternate approaches to see its potential advantages.
Chart the right course to the target distribution rate of your Spend strategy. Measure a client’s likelihood of meeting income goals while making their wealth last.
Track your strategy’s performance, including the composition of underlying holdings. Calculate and visualize its value over time.
Track de-risking, ratcheting, and reinvesting events for every Risk Assist® model, including the amount of losses or gains expected to trigger the next event.
Generate goals-based proposals that present your investment recommendations with investor-friendly language and graphics
Want to drive the adoption of planning-focused representatives? Explore the possibilities and learn more about our partner revenue model.Â
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Connect product to planning with the Horizon technology suite. Goals-based strategies, cutting edge software.
Explore mutual funds managed by Horizon Investments.
Position your clients’ wealth to realize their financial goals with Horizon’s breakthrough goals-based investing program.
See our approach to measuring risk in goals-based investing. Confidently manage risk at every investment stage.
Simplify your planning workflow and strengthen your advisory practice. This conviction informs everything we do.
What’s not to like about this list? Trillions more in stimulus, vaccines allowing a back-to-normal economy and a lowering of the political temperature…
Horizon is an award-winning investment management firm with a groundbreaking approach to goals-based investing.