Anonymous

07 Nov 2019

∙

What financial planning software targeted at professional financial planners is also available for individuals?

Hi - looking for a financial planning software to merge budgeting, retirement and other milestone planning with ability to do scenario planning and ideally Monte Carlo analysis on range of outcomes.

From what I can tell most software is targeted at professional financial planners to do on a corporate basis. Is anyone aware of anything that is available to individuals? The ones I'm aware of are more US focused.

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Kelly Trinh

03 Nov 2019

Backoffice technical at financial services firm

I am curious what you mean by Monte Carlo analysis - that sounds like quite technical/sharp analysis which I haven't seen before from any financial advisor - can you share what advisor you use that would supply that type of advice?

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