Help your community
ScenariosX is the best tool available to assist in pro-bono planning!
Why?
ScenariosX is built for everybody
Traditional planning software was made for wealthy retired couples. Scenario-Planning is the best planning style for those that need it the most, which includes longer time horizons and circular events.
Organize Pro-Bono Separately
Separate your regular and pro-bono clients by dedicating a customizable license to community service. This separate license can be view from any other premium license.
Call-To-Action Link / Button
The Call-To-Action Link (Registration Link) is standard on every advisor license. It allows the beneficiary of your services to put skin in the game by initiating onboarding and data gathering, saving you time to focus on advice.
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 pro-bono. However, you can have both or more for their appropriate situations.
Good Karma Is the Most Underrated Growth Strategy
You see the struggle of people trying to recover financially from illness or bad luck, and you want to help.
You're bitten by a radioactive bat from a distant planet while building a financial plan.
You realize your power as a financial advisor is too great to sit idle, so you sign up for ScenariosX to help those who need it most.
Then share your ScenariosX Call-To-Action Link with those seeking help.
Automated onboarding guides them from registration to active engagement in their own self-guided financial literacy journey.
You monitor their plan metrics at a glance, so you know exactly when to step in.
You review their assets, debts, income and expenses, not to mention Goals.
You develop some Scenarios and a set of Recommendations.
You deliver advice and any other scenarios built to educate the Pro-Bono Client.
