Financial Goalmapper App

Our financial goalmapper can be used by employers who want to enhance the financial wellbeing of their employees, or by financial advisers and coaches that want to offer their customers value right from the start.

Our Financial Goalmapper app can be used in the hands of an adviser or coach, or as a self-guided journey, and we also offer our retirement graphs as widgets for your website.

Automated Report Builder

Our Suitability and Guidance report builder enables your team to produce reports for their clients with just a few clicks.

We can configure our technology to your firms needs and requirements, so that you can be sure that your client’s reports are aligned to your internal advice and guidance rules.

Data analytics and Gen AI

Using our novel data schema, we can power your firm to take advantage of Gen AI. Talk to us about planbot, our LLM and data schema driven chatbot, that can answer your advisers’ complex search queries in natural language.