Project income, spending, goal funding and life events across decades. Stress-test the plan against market falls, career breaks and care costs. Works standalone — or grounded in the live KYC data from IFA Office.
Full-featured trial · the demo sandbox needs no account at all
Income, outgoings, savings and goal funding needs laid out on one timeline clients actually understand.
What if markets fall 20%? Retirement at 58 instead of 65? See the plan bend — or break — instantly.
Use it on its own, or connect IFA Office and every projection starts from the client's real KYC profile.