WORKSPACE

Planning

Build investment policy statements, model financial goals with Monte Carlo, and apply proven allocation templates — all in one place.

Goal Planning

Monte Carlo projections

Model retirement, college, home, and legacy goals. Run 1,000-path Monte Carlo simulations to show funded ratio and ruin probability.

Plan goals

IPS Builder

Investment Policy Statement

Define target allocations, drift bands, and rebalance rules per household. Version-controlled so you always have an audit trail.

Open IPS builder

Strategy Templates

Pre-built & custom

Choose from five evidence-based allocation templates — Conservative Income, Balanced Growth, Aggressive Growth, All-Weather, Factor Tilt — then fork and customize.

Browse templates

Recommended workflow

1Pick a strategy template that matches the household risk profile

2Load it into the IPS builder and adjust drift bands

3Add financial goals and run Monte Carlo to validate the plan