The next generation of financial planning is almost here.
ScenariosX Version 2.0 launches on 11/12!
A refreshed experience, smarter tools, multilingual capabilities, and the foundation for a new era of AI-powered, human-led financial planning.
Innovation beyond the AI checkbox.
We have been quiet lately. We’ve been busy.
ScenariosX 2.0 is on the way.
Over the next week, we’ll share a closer look at what we’ve been working on. Stay tuned. 👀
#ScenariosX #ComingSoon
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Financial planning shouldn't stop at borders.
ScenariosX V2 is bringing Spanish 🇪🇸 and French 🇫🇷 languages to help advisors reach more people and communities.
Another step toward the Global Democratization of Human-Led Advice.
Coming soon!
#ScenariosX #WealthTech
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A little peek. A lot ahead. 👀
ScenariosX V2 is on the way. Here’s a hint of what we’re building:
-Multilingual planning, starting with Spanish and French.
-A new Scenario Builder.
-A different approach to AI in planning.
We’re keeping a few things under wraps...for now.
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¿Eres asesor financiero y atiendes a clientes de habla hispana?
Buscamos asesores que quieran probarlo y compartir su experiencia. Completa este formulario para participar y obtener acceso gratuito a la beta:
hubs.la/Q04CLhbd0
#ScenariosX #PlanificaciónFinanciera
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Wrapping up an excellent week at #T32026.
One of the best parts of T3 are the conversations.
We had a great time connecting with leaders of the industry.
More reflections will be coming soon. This one gave us a lot to think about.
#ScenarioPlanning #ScenariosX #T32026
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Day one of the main conference at T3.
Big ideas, packed sessions, and a lot of thoughtful discussion about where advice, technology, and AI are heading next.
We are here to unveil ScenariosX, the first scenario planning based platform. #ScenarioPlanning #ScenariosX #T32026
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AI University kicks off today at T3
A full day focused on how AI actually works in financial services: from better prompts and cleaner data to practical workflows advisors can use today.
Excited to learn from a great instructors from AdvisorEngine, FINNY, Syntax Data, and more.
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Headed to New Orleans for #T32026.
AI University, full conference days, and a lot of great conversations ahead.
If you’ll be there, we’d love to say hello.
#ScenariosX #T32026
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We’re getting ready for T3!
T3 is where real conversations about technology, advice and the future of financial services happen, and we’re excited to be part of it again this year.
Looking forward to learning, connecting, and sharing ideas in New Orleans,
#T32026. #ScenariosX
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Strategy #4: Close Lost Prospects.
You won’t close every prospect.
But that doesn’t mean the relationship has to end.
When you share free, self-guided financial literacy with leads who didn’t convert, you keep the door open and stay top of mind.
hubs.ly/Q045xvXV0
Headed to #T32026?
Stop by Booth 101 to learn the 7 critical strategies RIAs should be implementing today to strengthen the future health of their firm.
See you there.
hubs.la/Q04593nT0
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“How much home can we afford?”
Getting a dollar amount is a start, but real life is more complicated than one number.
What if income changes?
What about tuition?
Job loss?
Affordability isn’t one number.
That’s why we run scenarios.
Read the full story:hubs.la/Q044G_Zl0
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Strategy #3: Bank Future Clients
Not every prospect is ready to become a client today.
That doesn’t mean the relationship shouldn’t start now.
Give them value first with branded financial literacy tools, and be there when the timing is right.
Read how: hubs.la/Q044jTcX0
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A mortgage calculator tells you what you can afford.
A scenario shows you what that decision does to retirement, liquidity, and long-term goals.
Precision without perspective is a financial mirage.
Context changes everything.
hubs.la/Q044qT2q0
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Mortgage calculators are everywhere because people want fast answers.
But real financial progress comes from seeing how decisions interact over time, not just how they calculate.
That’s where scenario planning changes everything.
Read the entire article: hubs.la/Q043CGMY0
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