Avi Data A wealth-planning platform that replaced a stack of spreadsheets.
We designed and built a client-facing planning platform for a wealth-advisory firm — turning brittle, hand-built models into auditable software clients can log into.
The problem
Advisors modeled each client's financial future in one-off spreadsheets. Every projection was rebuilt by hand, hard to audit, and impossible to brand and hand to a client. The firm's best thinking was trapped in cells only its authors could read.
What we built
A planning portal with a real projection engine underneath it, plus the modeling tools advisors actually reach for:
- A projection engine using current-year tax brackets, with estate-tax modeling and cash-flow forecasting
- Retirement-specific logic: Roth five-year rule, Social Security spousal timing, and tax-loss carryforward
- Monte Carlo simulation for probability-of-success, not just a single straight-line forecast
- A saved-scenario system so advisors compare paths side by side
- Full Excel round-trip — existing models import and export cleanly, with the math intact
- Bank and brokerage account linking to pull real balances in
- White-label theming and per-advisor activity tracking
The outcome
One platform that replaces the spreadsheet stack. Advisors model, save scenarios, and share a branded portal with clients — and the math is auditable on screen instead of buried in a workbook.