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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.

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Capabilities offered

Update financial plan parameters with real-time updates.
The Play Zone APIs support:


  • Retirement age.
  • Expense amounts.
  • Annual savings/contributions.
  • Investment strategy 


  • Updated probability of success provided in response.
  • Save changes for future viewing.
  • Save changes for advisor to review.