Individual Financial Planning Software for Wealth Management Professionals

Our clients, a major US investment bank, were looking for a radically new approach to individual financial planning that would put their private client business ahead of their competitors

We provided a comprehensive individual goal-based lifetime planning tool based on our dynamic stochastic programming technology, STOCHASTICS. Our Individual Asset Liability Management tool (iALM) offered financial planners a new way to assess lifetime risk attitudes based on personal goals, giving them a new way to interact with their clients

We have developed a UK version of the system, which we expect will be deployed by a wealth management client in the UK in the near future

An article giving an overview of the system can be found here and a more in-depth paper from Quantitative Finance describing the system, its methodology and application can be found here. Both are available in our publications section