Scenarios
Model the past, project the future, and simplify the story for your clients.
Tell the Full Story, Backward and Forward
While most tools stop at historical hypotheticals, Scenarios goes further by showing how strategies would have performed in the past and what they could mean going forward. Use Monte Carlo simulations to model potential outcomes in seconds and give clients a complete, confidence-building view of their financial future.
Create Conversations That Connect
Walk clients through life events like buying a home, paying for college, or receiving a windfall. Compare strategies such as lump sum investing versus dollar-cost averaging, or illustrate retirement withdrawals over time. Scenarios makes investing tangible with client-ready visuals that simplify complex decisions.
Build Scenarios Faster with AI
Spend less time on data entry and more time advising. With Fast Track, even the most complex strategies take only seconds to create. Simply describe the scenario in plain language and YCharts builds it instantly. From multi-phase savings to retirement income plans, turn detailed inputs into easy-to-explain visuals.
