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Try the staff workspace as a sample advisor. Or open any client case below without signing in.

The live demo

A fictional firm with its staff, clients and work already in place. You use it as one of its people.

  • The professional's workspace

    Work in a fictional firm as one of its staff. See Today, clients, work and messages.

  • What your client sees

    See the portal and documents as a household that works with that firm.

Your work email lets you change the examples and start your own cases. It also lets you ask the assistant and open the live demo.

We email you a link that signs you in. There is no password. Privacy notice

Example cases

Each example is a fictional household or business. The work is already done. Open one to see each panel, the saved results and the pages it makes.

  • The retired couple's claiming map: every pair of claiming ages, with the best one marked. The retired couple's claiming map: every pair of claiming ages, with the best one marked.

    Retirement income

    A retired couple in Maryland

    When to claim Social Security and how much to convert to a Roth. It also shows Maryland's estate tax next to the federal exemption.

    Open this example
  • One of the private wealth family's funds: its commitment, what was paid in and what was distributed. One of the private wealth family's funds: its commitment, what was paid in and what was distributed.

    Estate strategy

    A private wealth family

    Private funds, a family partnership and trusts. Each estate strategy is shown side by side.

    Open this example
  • The sample estate plan: Maryland's estate tax threshold beside the federal exemption, and the strategy comparison below it. The sample estate plan: Maryland's estate tax threshold beside the federal exemption, and the strategy comparison below it.

    Estate plan

    A sample estate plan

    The plan built from the household's money, the documents it needs and the filings it makes.

    Open this example
  • The young family's term ladder against a need that falls as the mortgage is paid down. The young family's term ladder against a need that falls as the mortgage is paid down.

    Protection

    A young family's protection

    Life insurance and an income floor, both sized to fit the family's own plan.

    Open this example

Start with your own facts

An empty case for a household or business you describe. It starts with a few short questions.

Start with your own facts

Tours and screens

  • The phone app, screen by screen

    The client's own app, from sign-in to their documents.

    See the screens

  • The professional's workspace

    Today, Clients, a household, Work, Workspace and More, as an advisor at a fictional firm sees them.

    Watch the tour

  • What your client sees

    The client portal as a member of a fictional household sees it: home, family, the estate on file and the team.

    Watch the tour

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