Discovery, your way.
A customizable discovery script captures the household, goals, and constraints - and remembers the answers.
Planning
Financial plans that change the conversation - built in minutes, not evenings.
Retirement, education, wealth, and tax planning with live projections, Monte-Carlo confidence, and client-ready presentations. The plan updates while you talk.
From discovery to delivery
A plan exists in minutes, and updates while you talk
Five-step wizard.
Client info, plan type, current assets, goals & constraints, review. A plan exists in minutes.
What-if, live.
Adjust an assumption and the whole 30-year projection - fan charts, cash flow, year-by-year - recalculates instantly. Monte Carlo turns "you'll probably be fine" into "87% probability your portfolio lasts to age 95."
The whole household.
Tax-loss harvesting and income splitting, CPP/OAS/RRIF and pensions, mortgage paydown and the principal-residence exemption, salary-vs-dividend and withdrawal-sequencing optimizers.
Scenarios side by side.
Conservative, Balanced, Growth - labelled and compared in one view.
Ask Hanna.
A planning co-pilot answers "how should I allocate this TFSA?" and proposes edits you can apply with a click.
Client-ready output.
Pick a presentation theme (Conservative, Modern, Private Banking...), generate a branded plan, and share a secure read-only client portal.
The plan doing the selling
"I noticed you hold Fund X at 2.35%. If you retire two years earlier, your success probability drops to 76% - here's the contribution change that fixes it." That's the plan doing the selling.