Asset Allocation and Risk Tolerance

COSS incorporates your existing asset allocation models and risk tolerance questionnaires into the illustration process, and applies the results directly into the premium allocations for hypothetical projections. This intuitive user interface lets you

	Automate your existing questionnaire
	Choose from any number of portfolios or lifestyle allocations
	Apply business rules to ensure certain features are only available with particular allocations
	See system alerts when allocations do not match model portfolio
	View portfolio descriptions and sub-account fact sheets
	Incorporate allocation reports and questionnaire results directly into illustration output