Feature · what this software actually does

What-if scenario diff

Side-by-side comparison of plan variants (retire-now vs retire-67, Roth vs no-Roth) for in-meeting decisions.

assistedSoftware drafts, a person approves.

Vendors that ship this

Leaders

Adjacent

Build vs buy verdict

buy

Best-in-class scenario diff converts conversations from 'show me the report' to 'show me what changes if'.

Skills it exercises

Roles that touch it

Where it shows up in the workflow

Goal modeling (retirement, education, large purchase)annual
Per-goal probability of success with sensitivity to savings rate, retirement age, and return assumptions.
Plan delivery & client conversationannual
Interactive scenario walkthrough in front of the client — not a 60-page PDF mailed before the meeting.

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