Real-time portfolio visualization and financial planning roll-ups — every conversation starts with current data.
Portfolio performance, asset allocation, and financial plan progress live in disconnected systems. Advisors pull reports manually before each meeting — often relying on data that’s days or weeks old. Planning conversations start with uncertainty instead of confidence.
Target vs. actual allocation visualization with drift detection. Portfolio segmentation by asset class, sector, and risk profile.
Plan probability, goal progress, and scenario modeling with live data. Every planning conversation starts with the most current state.
Agentforce generates plain-language performance summaries with key drivers, outliers, and recommended talking points.
Live data roll-ups replace manual report generation
Integrated portfolio data pipeline
Current retirement success rate visible at a glance
Automatic alerts when allocation exceeds tolerance
Plain-language performance summaries generated per client
Outputs formatted for immediate client sharing