Step into a clearly-labeled sandbox built around three synthetic case-study households — a pre-retiree couple, a young family, and a retiree in drawdown. Toggle between them with the client switcher and work the real planning tools on each: Roth conversions, retirement income, cash flow, education, and protection. Everything is sample data we made up, nothing you do is saved to our servers, and there is nothing to sign up for.
One click in, clearly labeled the whole way, one click out.
Three case studies, one switcher
The demo advisor keeps three synthetic households at different life stages. Switch between them with the built-in client switcher — the same control an advisor uses to move between real clients — and every tool reloads with that household's numbers and saved work.
Pre-retirees · 61 & 59
Married, a few years from retiring at 65, with a large pre-tax balance. The open question: how much to convert to Roth in the low-income gap years before Social Security and RMDs — and whether the plan holds up under a stress test.
Young family · 34 & 33
Two young kids, two incomes, and a tight monthly budget. The work here is cash flow, funding two 529s, and closing a term-life protection gap before it becomes a problem.
Retiree · 73, single
Single, retired, and pre-tax-heavy at RMD age, so nearly every dollar drawn is taxable. The plan manages required distributions, stays under the IRMAA cliff, and sequences withdrawals to keep the lifetime tax bill down.
Open a household and work it the way an advisor does: the saved client plan feeds the tools, and you move through Analyze → Recommend → Deliver → Follow-up.
Each household shows its recently saved tool work — the Roth analysis, the stress test, the cash-flow plan — timestamped like a workspace someone has actually been using.
Synthetic meeting recaps on every household, so the notes and the "changes since last review" affordance read like a real, ongoing relationship.
How the sandbox works
Every household, dollar figure, and note is invented sample data. A gold banner labels the sandbox on every screen so it can never be mistaken for real client data.
The sandbox is the planning toolset — the client plan, tax and retirement-income tools, cash flow, 529, insurance needs, net worth, and the client-ready snapshot. Market and portfolio analytics are not part of the demo.
No sign-up and no wait. The demo reads from a shared sample account you cannot write to; anything you change lives only in your own browser for the session, and one click exits.
The sandbox is the planning workflow on synthetic data — three households, their saved work, and the tools that produced it. When something makes you want it for your own clients, request access and you will hear back directly.
The demo households and every figure in them are synthetic sample data for illustration only. For informational and educational purposes only. Not financial, tax, or legal advice.