Available tools

Investment forecasting tools

ISA Forecaster

ISA Forecaster is an easy, clear way to explain risk and reward. You can put your client's investment into context, showing what their choices could mean for them. If people understand what you're offering and why it's a good choice, they're more likely to buy your products.

The tool projects forward what ISA rewards might be and compares this against cash. You can personalise the numbers so your client can see the reality of their investment choices.

APIs used to create this tool

Investment Forecast Chance of beating cash Chance of beating target Chance of capital loss
ISA Forecaster

Investment Planner

Use Investment Planner to show your customers their investment risk, displaying how investments with a particular risk profile perform compared to cash.

Investment Planner is a simple tool that shows your customers how their investment will perform over time compared to cash savings.

You can enter the amount your customer wants to invest, set the risk profile and then compare it to how cash will do. It's entirely configurable, so you can set the tool up to align with your processes.

Investment Planner also lets you enter targets and withdrawals, so you can use it as a high-level display for in-retirement options. The simple, quick forecast is an easy way to explain risk for both accumulation and decumulation.

APIs used to create this tool

Investment Forecast Chance of beating cash Chance of beating target Chance of capital loss
Fund Picker