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| February 28, 2004 - The PC-version of WATS is no longer available. If you would like to be notified when the internet version comes on line please contact us. March 4, 2003 - New, free on-line utility available. This utility calculates the maximum sustainable withdrawal rate from a portfolio based on your input for investment horizon, account ending value goal and historical success rate. Outputs include the optimized asset allocation, the sustainable withdrawal rate and the initial account value needed. The utility was built using output from the Black Box program, the optimizer in the Advisor Edition of WATS. Click here for more news... What's the Basis of Your Plan?What is the best way to go from point A to point B? Who better to ask than those who have gone before. At Zunna, we believe that experience is the best guide for the future. The investment software and services we sell are based on this premise. We don't predict futures. We study what has gone before, to see what worked, what didn't, and why. No two investors are the same. Our software helps each investor find efficient
investment strategies and optimal asset allocations that fit specific
needs. Our focus is on long-term financial planning and investment strategy
validation. Our emphasis is spending policies for retirees and charitable
organizations. If you want superior investment software and research for
financial planning and retirement planning you have come to the right
place.
Our flagship product, WATS (pronounced watts) has received high praise from industry experts. It incorporates the methodology used in The Trinity Study and elaborates on it, including a new technology for portfolio optimization. WATS has tools specific to retirement planning and spending policies, but is well-suited for studying a variety of investment scenarios. WATS also lets you surf efficient frontiers, which tests portfolio efficiency using rolling periods. The basis of WATS is a powerful calculation engine that runs investment scenarios through historical periods just as if you had lived during those periods. After running every available historical period WATS reports on historical success rate as well as worst-case, average-case, best-case, standard deviation and much more. WATS printed output is intended to help advisors find workable solutions for their clients. For samples please click here.
Other ProductsWe generate a good deal of research of general interest. We also run custom studies using specific funds. For example, given a set of funds we can show you historically optimal asset allocations, given your ending value goals, acceptable historical success rate, time horizon and funding parameters. Please see our Products page for a complete list of our products and services.
Company InformationOn our Company Information Page you'll find out about who we are, what we do and our policies. To reach us see our Contact Information Page. |
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Copyright © 2000, 2004 Zunna, Inc. Last updated on 02/12/2004 |
