Most financial tools calculate. This one helps you plan.   It’s built for how advisers actually work: exploring options, pressure-testing decisions, and guiding clients through uncertainty with confidence. You can compare simple and more sophisticated approaches side by side and make the value of advice clear and transparent.  

What’s unique is the balance of rigour and usability. Under the hood, it handles the messy reality of financial planning: multiple pots, tax treatments, sequencing, sustainability, and trade-offs between lifestyle, timing and certainty. On the surface, it stays calm, visual and client-friendly, supporting better conversations rather than getting in the way.  

In the demo, you’ll see a live plan built from first inputs through to outcomes. Adjust retirement age, contributions or income targets and watch the knock-on effects immediately. Funding timelines, gaps and surpluses are explained clearly, and alternative routes are surfaced without breaking the narrative or overwhelming the client.   It gives you explainable outcomes you can defend, saves time by reducing rework between meetings, and helps clients prioritise what truly matters when not everything is affordable.  

The result is faster planning, better client understanding, and stronger, more defensible recommendations.   Come see how the right technology makes your value visible from the very first conversation.