PRO - change multiple return rates at once
Client has 6 accounts. On 4 of these accounts, Advisor wants to show the client difference between strategy A and strategy B. To do this advisor has to make 8 changes, one at a time (before retirement and after retirement). Then after demonstrating this to client, advisor has to make 8 more changes, one at a time in front of the potential client to change return rates back. Gets very clunky.
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