How it works
How it works
The questions advisers ask, each answered with the evidence: open it and check for yourself.
- Can I trust the figures?Don't take our word for it. Open Maeve Kinsella's verification pack: her income tax, USC and PRSI are worked month by month from the law to the cent, each checked against what the model charged, and every euro of every month is accounted for.Her PAYE, worked step by step › The rent on their let, taxed › Inheritance tax between cohabitants, worked › Every rate with its section of the Act › Every month reconciled › How it is checked ›
- What does the client get?The brief Maeve and Ruairí would take home: their plan in plain words, what would help, the plans tried in the meeting and the adviser's notes, in your firm's name.Maeve and Ruairí's brief › What is in it ›
- What goes on the client's file?Their verification pack, from the same run as the brief. Open each part.Every answer, as typed › Each tax worked from the law › How the futures are made › What it leaves out › The parts of the pack ›
- What happens in the meeting?Open their plan in the demo and press Try a change: retire at 68, spend less, move home. Every page shows what the change does, on the same futures.Their plan in the demo › What the adviser sees ›
- Can I change what I disagree with?Every answer is a box on the form, and each assumption is listed in the pack with its source and how the chance of running short moves if it moves.The answers their plan ran on › Each assumption and its source › What you can change ›
- What does it take to start?An installer for Windows or Mac, with a 30-day trial and no account.Download › The install guide, step by step › The first client ›
- Where does the client's data go?Nowhere: it stays on your computer. A one-page note for your compliance officer says exactly what is written and sent.The data note ›
- What exactly does it model?Irish tax, pensions, the State, property, couples and markets, area by area, each shown on Maeve and Ruairí's plan.What it models › What it does not model ›
See it working
The demo opens on Maeve and Ruairí's plan, every page of the dashboard, with their brief and pack.
A modelling tool for regulated advisers. It recommends no product; the advice remains yours.