Solution introduction

Digital Advice Via Demographics

A web application that allows users to input information in order to discover what Life Events are likely to occur, when they are probably going to happen, and how much of a financial impact that they would have. This application also allows the users to input real data to hyper-personalize the predictions. The results are shown in a simple cash flow model where more green is good and less green is bad. This approach shows a user the potential financial impact of upcoming Life Events in a simple Income Utilization chart.

This easy to use browser based experience can be white-labeled and/or integrated as a widget into your current online platform or system.  

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