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Common Questions
Do I need financial expertise to use this platform?
Not at all! While our tools are professional-grade, they're designed to be intuitive and user-friendly. Yet, sophisticated enough for experienced financial advisors to use with their clients.
Can I subscribe to Goal Tracker without the Modelling Suite?
No. Goals Hub is available as part of the Builder Plan.
Can multiple people use one account?
No. Each subscription is single-user to protect your data and keep activity secure. Please don’t share logins. For teams or firm-wide use, please contact us via Contact Us form. Sharing login credentials violates our terms of service and creates security risks.
Do you collect personal data for any of the tools?
No personal details are required. •Scenario Simulator: Inputs are stored on your device (browser storage). We do not receive or store these modelling inputs on our servers. •Goal Tracker (cloud-sync): Stores goal/account figures in our Wix-hosted CMS so you can access across devices. No bank logins are collected. You can delete your data anytime. If you submit the Contact Us form, we’ll collect your name/email solely to respond to your enquiry.
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Unlock the full Modelling Suite from pro-grade calculators to powerful scenario simulator and turn your goals into action.