Show retirement probability without leaving Salesforce
Run simulated market paths on the household Financial Plan record so advisors can explain retirement confidence, downside risk, and ending-balance ranges using client data already governed in Salesforce.
Retirement success probability, 1,000 market paths, and ending-balance ranges on the Financial Plan record.
Sample household data for illustration only — not a client record.
Why off-platform Monte Carlo breaks the advisory workflow
Simulation happens in a different login
Advisors leave Salesforce to run Monte Carlo in an external planning portal, then paste a success rate into CRM notes instead of saving it to the household plan.
Client-identifying inputs move to another vendor
Balances, spending, and ages required for market-path simulation often live in a planning portal database — outside the Salesforce controls your compliance team already reviewed.
Results get pasted into notes
Probability conversations end as screenshots or PDFs in email — not as structured results associates can reopen on the Financial Plan record.
Next review starts from stale context
If the simulation is not saved with the plan, next quarter's review rebuilds probability from scratch — or relies on outdated assumptions.
What advisors can explain to clients
Each question maps to a projection-backed view on the Financial Plan record — not a one-off spreadsheet export.
What is the household's probability of retirement success?
In Salesforce Monte Carlo success rate and Retirement Chance of Success on the plan overview after simulation completes.
How wide is the range of possible ending balances?
In Salesforce 10th, 50th, and 90th percentile ending balances plus the confidence-band distribution chart.
What happens in weak market paths?
In Salesforce Lower-percentile outcomes show downside paths advisors can discuss alongside the median case.
Does retiring earlier materially reduce confidence?
In Salesforce Re-run Monte Carlo after What-If changes to retirement age — compare success rates on the same Financial Plan record.
Would saving more, spending less, or delaying retirement improve the plan?
In Salesforce Adjust assumptions in explorers, then compare updated success probability and ending-balance ranges.
How does probability compare with cash flow and funding gaps?
In Salesforce Pair Monte Carlo with lifetime cash flow, plan health, and funding-gap views for a complete retirement conversation.
Monte Carlo on a sample household
Sample household data for illustration only — not a client record.
After Run Calculation on the sample Chen household, the advisor runs Monte Carlo Simulation from Explorers. Values below are illustrative — not a client record.
Alex & Jordan Chen — illustrative sample only
Sample takeaway: The household shows a strong retirement success probability, but advisors can still review downside paths, spending assumptions, and scenario changes before presenting a recommendation.
Note: Monte Carlo results are planning estimates based on assumptions — not guarantees. Re-run when material inputs change.
How Monte Carlo runs inside Salesforce
From household inputs to advisor conversation — without exporting client data to another system.
Start with a calculated plan
Monte Carlo runs after the baseline plan is calculated — accounts, spending, ages, withdrawal order, and tax context already on the Financial Plan record.
Run 1,000 market paths
The Monte Carlo explorer simulates varied market outcomes to stress-test retirement confidence and ending-balance ranges.
Review success and distribution
Success rate, percentile ending balances, and confidence-band charts appear on the plan when the simulation completes.
Pair with cash flow and plan health
Advisors compare the probability view with funding gaps, plan health, and projected balances for a balanced client conversation.
Results saved on the plan
Monte Carlo outcomes are saved on the Financial Plan record so associates can reopen them — not pasted into notes or lost in a separate portal.
Monte Carlo results are planning estimates based on assumptions. They are not guarantees, tax advice, trade recommendations, or custodian instructions.
Accounts, spending, ages, and withdrawal assumptions
1,000 simulated market paths on the plan record
Success rate and ending-balance distribution
Pair with cash flow, funding gaps, and What-If scenarios
Pair probability with cash flow and plan health
Monte Carlo answers confidence questions — cash flow and funding-gap views show whether spending is sustainable year by year.
Sample household data for illustration only — not a client record.
Monte Carlo results belong with the household plan
Probability analysis stays on governed Salesforce records — so advisors, associates, and compliance can revisit the same run.
Household records and stored Monte Carlo results remain in your org — not a vendor planning database.
Advisors can reopen success rates, percentile outcomes, and distribution charts in future review meetings.
Salesforce admins and compliance teams retain permissions, sharing, auditability, and data residency controls.
No external planning database, duplicate entry, middleware sync, or copied sensitive client data.
Saved results can support review tasks, service workflows, and reporting from the Salesforce operating model.
Sample household data for illustration only — not a client record.
Common questions
Does client data leave Salesforce?
No. Household inputs and stored Monte Carlo results stay in your Salesforce org. Financial Planner is a managed package — not an external planning portal.
How should advisors explain Monte Carlo to clients?
Use success probability and ending-balance ranges to discuss confidence and downside risk — paired with cash-flow projections and funding gaps for context. Monte Carlo results are planning estimates based on assumptions, not guarantees.
Can advisors compare scenarios during a meeting?
Yes. Run Monte Carlo on the baseline plan, then adjust spending, retirement age, or savings in What-If and related explorers — without rebuilding the household in another system.
Are Monte Carlo results saved to the Financial Plan record?
Yes. Success rates, percentile outcomes, and distribution charts are stored on the plan so advisors and associates can reopen the same run in future reviews.
Can compliance and admins control access?
Yes. Packaged FinPlan permission sets sit on profiles, sharing, and field-level security you already run — the same model as the rest of your Salesforce org.
How is this different from Monte Carlo in a separate planning portal?
External portals store inputs and results in a vendor database. Financial Planner keeps probability analysis on governed Salesforce records — no duplicate entry, middleware sync, or copied sensitive client data.
Is Monte Carlo a separate product?
No. It is an explorer inside the Financial Planner package, alongside What-If, Market Risk, Social Security, Roth, and other analysis pages on the same Financial Plan record.
See Financial Planner in your Salesforce workflow
Request early access to evaluate household records, projections, insights, and explorers before the public AppExchange listing goes live.
- Public AppExchange listing coming soon — request early access to pilot in your org.
- Passed Salesforce AppExchange security review.
- Stratus Cloud Solutions has built Salesforce-native apps since 2009.
- Documentation is available for evaluator walkthroughs. Open docs