Beyond spreadsheets: High-stakes wealth modeling made simple with the Financial Simulator

In the world of wealth management, "what if" is the most important question a client can ask. But answering it requires more than a simple calculator. It requires an engine capable of navigating thousands of market possibilities in seconds.

Our Financial Simulator is designed to transform complex data into clear, actionable financial roadmaps. Here is how leading professionals are using it to stay ahead.

1. Stress-Testing Retirement

For Wealth Advisors, the ultimate goal is certainty. Our simulator allows you to project a 30-year horizon, accounting for inflation and tax drag. By running up to 2,000+ Monte Carlo simulations, you can analyze the "P5 outcome", a rigorous stress test to ensure a client’s portfolio survives even the worst market cycles.

• The result: A professional, branded PDF report that gives clients peace of mind.

2. Strategy Comparison (Side-by-Side)

Portfolio Managers use the simulator to move beyond theory. You can take a baseline allocation, clone it, and tweak the weights to see how a new strategy performs against the status quo.

• The result: Visualise wealth trajectories and risk-return trade-offs to justify every rebalance.

3. Economic Scenario Modeling

What happens to a family office's holdings if interest rates spike or inflation remains sticky? Analysts can instantly clone simulations to test specific economic "shocks."

• The result: Identify vulnerable positions before the market shifts, ensuring the portfolio is built for resilience, not just growth.

4. Winning the Proposal

For Private Bankers, the first impression is everything. Our simulator turns a proposed portfolio into a visual narrative. Review realistic scenarios and generate a high-fidelity report that speaks the language of high-net-worth clients.

• The result: Faster approvals and stronger client trust through data-backed transparency.

See it in action

Don’t just manage wealth, model it. Whether you are navigating a 30-year retirement or a volatile interest rate environment, our simulator provides the clarity your clients demand.

Contact us to request a personalised walkthrough.

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This is a decision-support tool intended for use only by qualified professionals. Nothing contained in this tool constitutes tax, legal, insurance or investment advice, or the recommendation of or an offer to sell, or the solicitation of an offer to buy or invest in any investment product, vehicle, service or instrument. All outcomes generated are hypothetical and illustrative in nature. No guarantee can be offered that projections or estimates will actually occur. Actual results may be materially different from projections or estimates. Additionally, past performance should not be relied upon as a forecast of future performance. All investments involve a degree of risk, including the risk of loss.