The Graph Landing Page gives your clients an immediate, visual understanding of their structured income plan. The Projected Account Value graph is a visual way to see how the accounts total column has changed over time. We will walk through a hypothetical example to demonstrate how the Projected Account Value Graph clearly illustrates account totals and changes over the life of the plan. Below is a hypothetical example of a complex structured income plan shown through the graph visuals.
To learn about comparing different asset allocation and net worths and graphs see articles:
- Asset Allocation and Net Worth
- View Comparison Function on the Asset Allocation and Net Worth Landing Page
- Projected Account Value Graph
- Planned Yearly Income Graph
Step 1: View All Cases: Click the green View All Cases button under the Your Case List heading.
Step 2: Case: Click on the Client account you would like to open.
Step 3: Structured Income Planning: Click the Structured Income Planning link under the Client's name.
Step 4: Structured Income Planning Page: Take note of the structured income plan. 
Step 5: Graphs: Click on the Graph link under the Client's name. 
Step 6: Summary Graphs: The Graphs Landing Page will automatically show the scenario that you are working in.
Step 7: Scenario: Use the down caret (v) arrow to select the correct scenario if it is not the correct one by default.
Step 8: Project Account Value Graph: The first graph shown is the Projected Account Value which represents how the account's total has changed over time.
Step 9: Horizontal Axis: The horizontal axis is the planning horizon timeline displayed on the structured income plan.
Step 10: Planning Horizon Timeline in SIPS: Take note of the planning horizon timeline.
Step 11: Vertical Axis: The vertical axis shows the monetary amounts the assets' values have accumulated over time.
Step 12: Key: The Key box represents the different assets that are shown on the graph.
Step 13: BA Graph: The Blue section represents the Brokerage Account (BA) column in the structured income plan.
Step 14: BA Column: Take note of the BA account in the structured income plan.
Step 15: IRA Graph: The Yellow line represents the IRA column in the structured income plan.
Step 16: IRA Column: Take note of the IRA account in the structured income plan.
Step 17: ROTH 401(k) Graph: The Red section represents the ROTH 401(k) column in the structured income plan.
Step 18: ROTH 401(k) Column: Take note of the ROTH 401(k) column in the structured income plan.
If you feel you need more support or would like to set up demo time with one of our representatives, please contact us at: +1-888-449-6917 or support@planscout.com.
