What goes on the client's file?
A verification pack from the same run as the brief, for the file and anyone who checks it.
It follows one of the simulated futures month by month and shows its working:
- every answer the plan was built on, as typed;
- every rate, band and credit used, with the section of the Act it comes from;
- each tax worked step by step to the cent, and checked against what the model charged;
- every month's money reconciled, and a data file (CSV) of every figure;
- the run's fingerprint, how the futures are made, how far the headline chance can be trusted, and the limitations.
Open each part of Maeve and Ruairí's pack: Inputs › Rules › PAYE, worked › Rent, worked › Reconciliation › The data file › Reproducibility › How the futures are made › Limitations ›
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.