Model the full picture
See how contributions, growth, management fees and withdrawals shape a portfolio over time.
For RIAs & financial advisors
Growth
Scenarios
A clearer view of every
“what if.”
Turn portfolio assumptions into meaningful comparisons. Bring growth, fees and withdrawals into the same client conversation.
Currently in beta. No usage fee.
Better conversations start with visible assumptions.
Model. Compare. Discuss.
Built around your advisory workflow
Less guesswork.
More perspective.
One base case is only the beginning. Explore the decisions that matter to each client, with the assumptions and trade-offs in view.
Put alternatives side by side
Save different assumptions and compare growth curves, ending portfolios and net profit.
Keep the client in focus
Connect scenarios to client profiles, goals and risk preferences. Share their numbers through a read-only portal.
Bring the numbers to the meeting
Create PDF comparisons with growth curves and projected results for your next client conversation.
AI-assisted exploration
A second perspective.
Your professional judgment.
Explore key trade-offs and suggested next scenarios from a saved model. Review the changed inputs, then make the decision yourself.
- Client context alongside portfolio assumptions
- Suggested scenarios with editable inputs
- Saved analyses you can revisit
AI output is not investment advice and requires review.
Explore during beta
Your next scenario starts here.
Free to use while we’re in beta. No usage fee today.