We help you explain financial plans in a way clients understand
No more blank stares and overloaded spreadsheets. Our retirement tool turns complex financial data into easy to understand visuals and clear action points. Whether you're illustrating investment growth, income needs, or shortfalls, everything is presented in a way that clicks with your clients - building trust, confidence, and buy-in.
From the first conversation to the final report, your advice becomes their ‘aha’ moment.
What we do
This isn’t just a calculator. It’s a conversation tool. Whether you’re a seasoned planner or starting out, our platform helps you focus on advice.
You stay in control, the tool simply makes your recommendations more relatable and visual.
Show your clients exactly what they need to do to retire comfortably even if they’re not on track yet.
With our built-in scenario planner, you can instantly show them
How much more they need to contribute each month
What lump sum they’d need to invest now
How it Works
Input
Add as clients, client assets, income, retirement needs or goals.
Plan
See projected growth, shortfalls, and what’s needed to close the gap.
Deliver
Generate an elegant, client-ready PDF they can understand and act on.
Pick a Plan that Works for Your Business Model
Starter
R
299
/ month
per advisor
Up to 30 clients
1 week free trial
Access to all features
24-hour support response time
No phone support
Professional
R
699
/ month
per advisor
Up to 300 clients
1 week free trial
Access to all features
9-hour support response time
Phone support
Elite
R
999
/ month
per advisor
Unlimited clients
1 week free trial
Access to all features
3-hour support response time
Priority phone support
