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.

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Nebo Sample My Portfolio
Nebo Sample Battle Plan
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Nebo Sample My Portfolio
Nebo Sample Battle Plan
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

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Certain cookies are necessary for the operation of our site, while others are used to support your experience and tailor content to you. For more information about how we collect and use your data, please see our Privacy Notice.
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