Asset mix is the breakdown of all assets within a fund or portfolio. Broadly, assets can be assigned to one of the core asset classes: stocks, bonds, cash and real estate. An asset mix breakdown helps investors understand the composition of a portfolio.

An API that tracks monetary withdrawals from financial accounts. The API receives transaction history with completed withdrawals from accounts that are designed by the consumer to be tracked against target amount.The response returned from the API will include total dollar amount of withdrawal in a given time period,account level detail of withdrawals and return the percent of targeted amount reached

Support to withdrawal from the portfolio at a regular interval to replace paycheck cadence and ensure a client has a paycheck experience when transitioning into Retirement.The worksheet to calculate the amount of the withdrawal based on their income sources or inputs