Scenario Building
Advice is built into actionable units that act as the free form building blocks of Scenarios. Advisors can access unlimited scenarios, all independent, allowing the creation and play of many scenarios.
Engaging Actions
An action-based design allows for all planning conversations (debts, distributions, etc.) to be had on all scenarios. Additionally, all scenarios are comparable to each other for impactful client engagement.
Tracking Actions
Actions can be easily and efficiently tracked by Advisors passively viewing plan results. Additionally, the complete story of the plan is always accessible which keeps an accurate record of plan inputs and advice suggested.
Who loves us
Advisors, firms & institutions that want to deliver more advice
Advisors that want a more interactive and value-add client presentation
Advisors that want an easier & more engaging digital experience
Advisors that want to offer services to prospects of all ages
Our Philosophy in Print
