Interactive tools for advisors — visualize a book of business, spot cross-sell openings, and plan client outreach around what's actually in season.
A living map of your book: every client branches to the lines they hold and the openings they don't — with seasonality-aware "hot now" cues.
Open tool →Show a client how an indexed strategy would have weathered real market drawdowns versus staying fully exposed.
In progressThe guided Q&A assistant from the homepage, as a standalone tool your team can share with prospects.
In progress