Our engaging interface helps put your clients’ best future at your fingertips.

Stochastic fantastic

More confidence. Less risk. Better outcomes.
Get the best possible future at your fingertips using our stochastic modelling and proprietary algorithm – this lets your client choose the level of confidence in projections (e.g. 95%), while traditional modelling only provides projections fixed at around 50%. More confidence and less risk means more money for both you and your clients.

• User-defined confidence level lets you drive
• Improve compliance with objective risk profiling
• Increase portfolio outcomes

Ultra-fast portfolio optimisation
We rapidly model potential outcomes thousands of times for up to 1,000 investment strategies to compare results at the chosen level of confidence.

• Demonstrate the value of your advisory services
• Help meet Best Interest Duty
• ​​​​​​​Lower your cost of advice

Simple and engaging
Our intuitive user interface is designed be used as either an adviser-led experience or a self-directed client tool for lead-generation or value-add. Both you and your clients will enjoy the combination of confidence and control.

• Improve client engagement
• Initial engagement and ongoing reviews
• Lead generation and referral opportunities

Standalone or integrated
Use on its own or as part of a best-in-breed suite of tools including a CRM and SoA generation to further improve compliance, reduce errors and increase your advice efficiency. Shiro or Voltron? Either way you’ll be cool.

Highly configurable
Assumptions, inputs, outputs, documents and even the user interface can be customised to put your unique project and brand front and centre. Or keep our pink flowers for that ‘not-your-usual-advisor’ look.

Optimise your clients
Increase your market size or home in on your niche by choosing from simple portfolio value or whole of life financial projection and optimise to confidence level, legacy, retirement income and more.