What we offer
Features
Risk assessment, portfolio design, and goal planning in one place—with full transparency at every step.
Risk Profiling
Discover your risk tolerance and a recommended risk level aligned with your goals and time horizon.
/01Risk
Portfolio Allocation
Asset allocation and fund-style recommendations tailored to your profile—not generic advice.
/02Allocation
Goal-Based Planning
Define a goal, check feasibility, and explore outcome ranges with scenario analysis.
/03Goals
Explainable AI
Clear assumptions and reasoning behind every suggestion. No black box—just clarity.
/04Explain
Monte Carlo Outcomes
See a range of possible outcomes so you can plan with realistic expectations.
/05Outcomes