Eliminate Legacy loss
Be their advisor before the transition of your clients assets
It's This Smple
AUM
Legacy Loss Rate
%
Fee
%
=
Loss of Revenue
—
Do your Clients a Favor
High School
College Age
Young Professional
Young Family
Give access to Self-Guided Financial Literacy to your clients' kids:
- Understand the concepts of Financial Literacy
- Apply those concepts to their own journey in life
- Gain a better understanding of what it takes to adult
- Help them make better financial decisions
Next Gen Scenarios
Longer Time Horizons
Traditoinal planning software is built for old people. Scenarios are age and economically agnostic. Everyone has dreams for their life and everyone is in proces working towards in some capacity. Give them the ability to visualize and plan.
Cicular Events
Traditional planning software is pretty linea. It doesnt take into account that a new home goal may be the first of three or more homes in your lifetime.
Financial Ratios
Clear and specific insight throughout the entire lifetime of the plan.
They can self register and onboard
Take the work off of you and just give them the Call-To-Action link. They can self register, start and maybe complete data gathering. Some personalities may go further and start to explore scenarios.
Retirement & Investments are Optional
Some planning software wouldn't know how to exist if there is no retirement goal or if not solving for investments. Scenarios are open and uninhibited from traditional notions of what planning software is for and allows advisors to sim the real lives of people
Custom Market Assumptions
Use a customized set of simple asset classes and portfolios. Your traditional market assumptions will likely not be needed for next-gen. If you use ScenariosX for your planning, its easy to keep separate assumptions for different groups of clients.
