A single-point projection tells clients nothing about risk. Monte Carlo shows them the full range — from best case to ruin — so they understand what they're really dealing with.
1,000
simulated paths per run
<60s
full results in under a minute
5
percentile bands displayed
Every run is stress-tested against your chosen scenario, so you see probability under adversity — not just in calm markets.
Each run generates a thousand independent return paths, giving you a statistically robust picture of what the future could hold.
Results are expressed as a retirement success probability — a number every client immediately understands.
See the percentage of paths where the portfolio runs out before the end of the plan horizon, stress-tested against your chosen scenario.
The chart shows 10th, 25th, 50th, 75th, and 90th percentile wealth paths so clients see the full range — not just the median.
Replace single-point projections with honest probability ranges that set realistic expectations
Show clients the retirement impact of a market crash before it happens, not after
Quantify how much a scenario shifts the plan — from 85% success to 63% is a conversation, not a crisis
Demonstrate why staying invested through volatility is mathematically sound