Play Zone®
A client’s life is always changing as does their financial goals.
Often, clients want to see the impact of changes to their financial plan
in a quick and efficient way.
Make this desire a reality
These APIs provide the ability to quickly modify a financial plan.
Capabilities offered
Update financial plan parameters with real-time updates.
The Play Zone APIs support:
Adjust key factors
- Retirement age.
- Expense amounts.
- Annual savings/contributions.
- Investment strategy
Results
- Updated probability of success provided in response.
- Save changes for future viewing.
- Save changes for advisor to review.