Life Planner

Plan for even the most complex future.

  • Our Life Planner allows advisers to model clients’ cash flows to any level of detail and include any number of goals.
  • Unique charts, solution comparisons, shortfall analyses and storyboards then help to communicate the most likely outcomes to clients.
  • Insight, our Economic Scenario Generator, produces an extensive range of ‘what if?’ scenarios including changing risk levels and prioritising goals. These can easily be saved as solutions to present clients with alternatives.