Institutional-grade AU scenario modelling — Age Pension, ASFA, Monte Carlo, Division 293. A tool every client can use between meetings, powered by your expertise.
Set your firm name, logo, colours and contact details once — every PDF report reflects your identity.
Each client has their own space. Manage and revisit saved scenarios from within your practice workspace.
Add paraplanners, associates and partners. Fine-grained role permissions keep the right people in the loop.
Drop a mini Tepuy simulator on your own website in one <iframe> line. Branded to your firm.
Configure your firm name, logo and contact details — exported reports carry your branding. Full wiring to Practice+ plan.
Configure your workspace below — all settings are saved automatically in your browser.
Projection based on 7.0% nominal return, 2.5% inflation, $1,200/mo contributions. Monte Carlo: 1,000 paths. Results are estimates only.
| Member | Role | Last Active |
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Full access: manage team, billing, branding, all clients and scenarios.
Manage own clients and scenarios. View branding. Cannot manage team or billing.
Read access to all client scenarios. Cannot create, edit or delete.
Start free — upgrade when you need white-labelling, team seats and client folders.
All plans include SSL encryption, Auth0 authentication, Australian data residency, and built-in general advice disclaimers.