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Wells Fargo Unveils ‘What If’ Modeling Tool

Wells Fargo Advisors has launched Envision® Scenarios, an online tool that allows investors to model how changing their own investment decisions can impact their investment goals.

According to a press release, Envision Scenarios gives current Wells Fargo Advisors clients with Envision plans a new, real-time view into how different “what if?” decisions could potentially affect their retirement or other investment plans.

Clients can create up to four scenarios at a time to model how various saving and investing changes could potentially alter their retirement plans and other investment goals. Envision Scenarios does not change the client’s underlying Envision plan, but, according to the release, it allows the financial advisor to “see what the client is thinking about and provides an opportunity for even deeper conversations about the client’s life and financial plans.”

Financial advisors are notified when clients make changes, can review the various scenarios, and then connect with the client to ask questions and offer advice on which elements to build into the underlying plan. In addition, advisors can create scenarios for their clients within the online tool — as part of their approach to unique client service and advice.

More information is available at https://www.wellsfargoadvisors.com/wfa/envision-scenario-tool.htm.

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