Solution introduction
360-NeedsCalculator® is a forecasting service that helps customers assess their financial needs adequacy and advisors to explain the calculation process, with zero guesswork and 100% accuracy
No-Code Configuration
Configure key calculation parameters such as macroeconomic assumptions specific to the local market
Analytics-As-A-Service
Get insights about your customer segments, and discover the untapped triggers for next-best-action
In-Built Research Data
Leverage the in-built research data to help customers shape their target financial needs without stress
API-First Anytime
Be free or get our help to integrate for D2C sales, pre-advisory, engagement or intermediated advisory
