Build your own experience
Build a one-of-a-kind financial planning experience to meet your unique needs
Investment simulations, risk assessment, ROI, product comparisons, local pension rules and calculations.
Investment simulations, risk assessment, ROI, and product comparison.
Hazard simulations, protection gap, product comparison, recommended actions.
Buy or sell simulations, product comparisons, local rules and regulations.
Education fund simulations, school cost comparisons, recommended actions.
Relocation simulations, international cost of living comparisons.
One-off and recurring travel expenses, travel dream simulations.
Detailed living expenses breakdown, custom and pre-filled, adjusted for local inflation rates.
Buy or sell simulations, financing and insurance product comparisons.
Enjoy the power of a managed regulation engine
Including hundreds of rules, from tax to social security, as well as an advanced statistical model.
Social Security and Pensions
Leverage an industry standard API to accelerate your development
Arrange a Demo
Arrange a time to see our solution for yourself.
A one-of-a-kind hybrid platform
We simplify the task of building a sound and comprehensive financial plan for both advisers and consumers.
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