Advisor Tools

Retirement planning
made clear

Build personalized retirement plans and run projection scenarios for your clients — all in one place.

Retirement Planner

Manage your client roster, build retirement income plans, and model Social Security, pensions, and portfolio withdrawals.

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Portfolio Projections

Run Monte Carlo and deterministic growth scenarios, stress-test portfolios, and visualize long-term wealth trajectories.

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Portfolio Tracker

Track open and closed positions, realized P&L, trading bands, and sector watchlist with live price feeds.

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