10846 Taylor Arm Drive, Port Alberni, BC V9Y 9A4, Canada
The Big Picture® reconstructs the investment experience of nearly one thousand retirees, each retiring on the first of the month from January 1926 onward. Stress-test portfolios against hundreds of actual market environments, and tell investors whether their income goals are realistic
We build applications that transform the way financial advisors engage with their clients.
Based at our offices in Los Altos, California, we are professional financial analysts, computer programmers, and interaction designers. We bring to our work a rare mix of investment knowledge, design expertise, and technological know-how.
In addition to the Big Picture application, we are the creators of the Big Picture chart, a FINRA-reviewed illustration of historical investment returns that is widely used by the financial services industry in the U.S., Canada, and Mexico.
The Big Picture is web-based software that helps financial advisors build trust with investors by evaluating their down-market preparedness. The software reconstructs the investment experience of nearly one thousand retirees, each retiring on the first of the month from January 1926 onward. Would their portfolio have survived history’s worst conditions, such as......