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A Professional-Grade Planning Tool Designed for Financial Advisors
Built on our robust Monte Carlo simulation engine, the Advisor License includes all of the powerful financial modeling features of our Individual License plus exclusive tools for client presentation and branding.
Core Features (Included in All Licenses)
Advanced Monte Carlo Simulation – Runs 1000 trials per scenario to model a range of possible futures.
Tax-Aware Projections – Adjusts withdrawals for taxable and non-taxable portions based on your inputs.
Inflation-Adjusted Returns – Real returns are calculated after inflation for realistic projections.
Custom Deposit & Withdrawal Schedules – Model changing contributions and withdrawals year-by-year.
Advisor-Exclusive Features
White-Labeled Branding – Add your firm’s logo and colors to every output.
Client-Ready PDF Reports – Instantly export professional reports ready for email or presentation.
Perfect For:
Client review meetings
New client proposals
Retirement plan presentations
Marketing and educational seminars
Your advice. Your brand. Your clients’ confidence.
License Notice
This license is valid for one individual advisor only. The workbook is not to be shared, copied, redistributed, or used by multiple advisors without purchasing additional licenses. Unauthorized distribution is a violation of the license agreement and may result in termination of usage rights.
A Professional-Grade Planning Tool Designed for Financial Advisors
Built on our robust Monte Carlo simulation engine, the Advisor License includes all of the powerful financial modeling features of our Individual License plus exclusive tools for client presentation and branding.
Core Features (Included in All Licenses)
Advanced Monte Carlo Simulation – Runs 1000 trials per scenario to model a range of possible futures.
Tax-Aware Projections – Adjusts withdrawals for taxable and non-taxable portions based on your inputs.
Inflation-Adjusted Returns – Real returns are calculated after inflation for realistic projections.
Custom Deposit & Withdrawal Schedules – Model changing contributions and withdrawals year-by-year.
Advisor-Exclusive Features
White-Labeled Branding – Add your firm’s logo and colors to every output.
Client-Ready PDF Reports – Instantly export professional reports ready for email or presentation.
Perfect For:
Client review meetings
New client proposals
Retirement plan presentations
Marketing and educational seminars
Your advice. Your brand. Your clients’ confidence.
License Notice
This license is valid for one individual advisor only. The workbook is not to be shared, copied, redistributed, or used by multiple advisors without purchasing additional licenses. Unauthorized distribution is a violation of the license agreement and may result in termination of usage rights.