Powerful Simulation Engine and Automated Solver
Our advanced, monte carlo simulation engine is powered by industry-leading, factor-based analytics, and a robust set of configurable assumptions. Goals are evaluated holistically, and probabilities are ranked by upper, lower, and median chances of success. Multi-factor simulations contemplate tax rates, social security benefits, and taxability of assets to inflation rates and capital market assumptions to build a plan personalized to clients’ particular financial situations.
The automated solver provides adjustment recommendations to increase the probability of success for failing plans.