Holistic Financial Planning Calculation Engine

Comprehensive Financial Planning Platform combining modeling engine for Tax, Income, Spending, Investment, liabilities and much more. Simulate thousands scenarios to build optimal strategy.

Live Interactive Planning Tools

Our live interactive tools allow you to modify inputs and assumptions to see results on-demand. Provide your clients with rich insights, life-changing discussions, and wealth saving strategies for their portfolios all at your fingertips.

All features

Automated Scenario Builder & Optimizer

Automatically compile and run thousands of potential financial scenarios for your clients' portfolios to discover the optimal strategy for their financial plan.

Easy Onboarding

Easily acquire new clients with quick easy to use wizard. This tool can be used by client to enter their information at their own time, for automated lead generation, our by advisor to save time.

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