Summary
The Reinvestment Tool illustrates how reinvested funds can grow over time. With your data entered, you’re ready to review the outcomes. Keep reading to learn more.
Navigating to the Reinvestment Calculator
You can find your Reinvestment Calculator within the Calculator tab of the left-hand navigation menu.
Navigating through the left-hand sidebar menu
To access the Reinvestment Calculator using the left-hand sidebar menu, click Calculators, then click Reinvestment.
💡 Helpful Tip: You can favorite the Reinvestment Calculator by clicking the star next to its name, so it's easier to find next time.
Ending Balance Calculations
The calculations will then generate the following calculations:
Ending Balance:
The projected total value of the investment at the end of the selected time frame.Interest Gained:
The total amount earned from interest over the evaluation period.Contributions:
The total amount invested (lump sum + period payments).
Visualizing the Data
The line graph visually breaks down the reinvestment performance over time.
Solid Line (Contributions):
This line represents the total amount the client has contributed to the reinvestment.Dashed Line (Balance):
This line shows the total investment value, including compound interest. It grows at a faster rate over time due to the power of compounding returns.
Sharing your Report
To share the completed report, click Share. A dropdown menu will appear.
- Click Download to download the report as a PDF.
- Click Send a link via email with an optional video recording (not available for some users depending on their company permission settings).
- Click Host a meeting to virtually meet to discuss the report with your client.
- Click Record a Video to provide your client with a clear walkthrough of the report along with your own insights and context.
To learn more about sharing your report, click here.
Need Help?
Have questions or want to learn more? Submit a ticket or call us today!