Advanced Options: Corporate Planning

Advanced Options provides even more ability to customize your corporate planning.

Although changes can be made in Advanced Options, it is a best practice to make the change in Discovery or Foundation and allow data to flow into Projections.

Corporate Account Balances And Rates Of Return

These return values can be changed by clicking the > next to "Net Return" and overriding asset allocation, fee, or returns. This can be useful when testing scenario specific fee or allocation what-ifs.

Corporate Real Estate Values, Purchases, And Sales

Corporate Real Assets are also summarized in Advanced Options.

This section is useful for triggering scenario specific asset sales. This can be done by manually entering a sale date and % cost of sale for the asset.

You can also model an asset purchase by selecting +Add New Asset

Debt Balances And Payments

This can be used to pay off a debt in a specific scenario, model an renewal at a different interest rate, or add an additional debt/mortgage to your corporation.