Discover what each tool does, how it has been created, and how advisers and firms can use it in real planning and compliance workflows.
Run a structured FCA-aligned suitability assessment with automated scoring and outcome guidance.
How it's created
Built from a section-based suitability framework mapped to TR24/1 themes and Consumer Duty outcomes.
What you can do with it
Use this to stress-test advice suitability documentation quality before client recommendation sign-off.
Assess risk profile, financial capacity, and investor type through a guided multi-step questionnaire.
How it's created
Built with a weighted scoring model that combines ATR, financial resilience inputs, and behavioural profile signals.
What you can do with it
Use this to produce a quick profile baseline before deeper suitability and product matching discussions.
Model retirement sustainability with base and stress scenarios using interactive assumptions.
How it's created
Built on deterministic projection logic with inflation, growth, contribution, and drawdown assumptions.
What you can do with it
Use this to compare contribution levels, retirement ages, and target-income tradeoffs.
Show transparent year-one and cumulative fee impact across adviser, platform, fund, and transaction costs.
How it's created
Built with Consumer Duty-oriented fee breakdown logic and long-horizon cumulative cost modeling.
What you can do with it
Use this to improve fee disclosure conversations and quantify long-term cost impact clearly.
Run probabilistic retirement simulations with success probability, percentile outcomes, and fan-chart bands.
How it's created
Built using stochastic path simulation and percentile aggregation to surface range-of-outcome risk.
What you can do with it
Use this to test withdrawal sustainability and downside resilience under uncertainty.
These tools are designed for fast planning insight and pre-advice analysis. They are not personal financial advice and should be validated within a full advice process.
For team onboarding, workflow setup, or full platform access, use the trial request form and our team will contact you.