Feature Requests

Model more complex client situations, including business owners, rental properties, trusts, and other advanced structures.

Create and compare different versions of a financial plan over time.

Extend financial planning beyond pre-retirement by modeling income, expenses, and healthcare considerations for clients already in retirement.

Model Social Security decisions directly in the plan to understand timing, benefits, and impact on long-term outcomes.

Make the Financial Health Score more transparent and actionable, with clearer recommendations and better alignment across analyses.

Make it easier to review and adjust client data and goals directly within the plan, with a more flexible and intuitive editing experience.

Adapt questionnaires and data collection to different client types, use cases, or advisor preferences.

Collect client information through guided, conversational experiences instead of long static forms, improving data quality and completion rates.