Plan dashboard
The Home tab brings fundamental plan information to a single touchpoint — success rate, shortfall timing, liquid net worth, monthly surplus, and trajectory charts you can explain in a client meeting without digging through files.
A quick snapshot
Key figures from across the plan appear together: Monte Carlo cashflow success (when run), deterministic runway, starting liquid position, and headline charts. Each area links through to the Plan tab when you need to update figures.
For advisers, the client workspace adds portfolio roll-ups, review dates, and journey status — but the underlying plan dashboard is the same engine households use.
Adviser tip: Run Monte Carlo from the plan workspace before a review so the dashboard success rate reflects stress-tested outcomes, not just a deterministic snapshot.