Nebo Sample Reports

Advisors are telling us that Nebo is changing the nature of client conversations. The focus becomes much more on the goals and the plan and much less on discussing the vagaries of the market over the last quarter. Clients become invested in the plan, and both the advisor and the client benefit from being on the same page.

sample reports
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Nebo Sample My Portfolio
Nebo Sample Battle Plan
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sample reports

What’s in the Reports?

These reports are representative of what advisors are showing their clients, including: 

The “Battle Plan” report
  • Articulates what you need and when you need it
  • Assesses viability
  • Stress tests savings, spending, retirement ages, and Target Compound Returns (TCR)
The “My Portfolio” report
Summarizes the portfolio you own today based on your Battle Plan and current market conditions