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

Investments

Retirement

Asked by Anonymous

Asked on 25 Feb 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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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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Question Poster

3w ago

Hi - no financial adviser so far. I have a finance background myself and want to do my own analysis, but find that most sophisticated software out there have business models that are targeted at financial advisors rather than individuals like myself.
Kelly Trinh
Kelly Trinh

3w ago

Oh cool - interesting; sort of curious about your background and your approach in managing investment (I am also on technical side of fin services company) - perhaps PM and we can link up to talk further