Build your own experience
Build a one-of-a-kind financial planning experience to meet your unique needs
Retirement Planning
Investment simulations, risk assessment, ROI, product comparisons, local pension rules and calculations.
Investing
Investment simulations, risk assessment, ROI, and product comparison.
Protection
Hazard simulations, protection gap, product comparison, recommended actions.
Real Estate
Buy or sell simulations, product comparisons, local rules and regulations.
Education Planning
Education fund simulations, school cost comparisons, recommended actions.
Relocation
Relocation simulations, international cost of living comparisons.
Travel
One-off and recurring travel expenses, travel dream simulations.
Budgeting
Detailed living expenses breakdown, custom and pre-filled, adjusted for local inflation rates.
Auto
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.
Tax Regulations
Social Security and Pensions
Health Care
Unemployment
Real Estate
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A one-of-a-kind hybrid platform
We simplify the task of building a sound and comprehensive financial plan for both advisers and consumers.
