Explorers

Answer deeper what-if questions in the plan

Monte Carlo, claiming strategies, Roth timing, market risk, and debt payoff explorers run on the same household data — so advisors explore scenarios without leaving Salesforce.

Debt Payoff Explorer

Debt ratio, lifetime interest, payment strategies, and debt-freedom dates on-plan.

Monte Carlo success rate

Retirement probability and ending-balance distribution after a baseline run.

What-if and market risk

Adjust savings, retirement age, spending, and return assumptions in session.

Social Security and CPP/OAS

Claiming-strategy cards for US and Canadian households.

Debt Payoff Explorer with total debt, lifetime interest, debt-free date, and what-if payment strategy controls — Compare fixed-budget and natural-decline strategies, customize per-debt payments, and include the debts that matter for the household.

Debt payment schedule chart showing recommended payments by debt over time — Stacked payment schedule by debt — line of credit, auto loan, and mortgage — through payoff.

Scheduled mortgage payoff and monthly payment over time chart in Debt Payoff Explorer — Scheduled transfers, payoff events, and how monthly payments change as debts retire.

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