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.

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