Wealth advisor planning tool
Financial planning software for advisors with global clients
Your clients earn in one currency, save in another and may retire in a third. Horizon brings it all into one live plan, so you can show them where they stand and test your assumptions together.
The Cross-Border Advisor persona
Advising clients whose lives and money span countries.
“My clients want to know if the plan holds. I need something they can see and question, not a spreadsheet only I can read.”
- One net worth view across countries, currencies, income, spending and goals
- A live plan you can walk through together: move a number and everyone sees the effect
- Chance of Success from hundreds of simulated markets
- Real crashes replayed on the client’s own plan, with the fall and the recovery time
- Scenarios compared as separate plans, and a PDF report to leave behind
Assumptions you can check
Every rate is visible and editable. Run hundreds of simulated markets and replay the 2008 financial crisis, COVID and the 2022 rate shock on a client's plan, to see how far it bends before it breaks.
Cross-border planning, for real
Accounts stay in their own currency and convert at daily rates into the one your client thinks in. Currency moves are part of the simulation, so you can see how exchange rates affect the plan.
The advice stays yours
Horizon models the numbers. It offers guidance on generic risk profiles, not financial advice, so your judgement and your relationship with the client stay at the centre. Plans are local-first: they live on the device by default, and cloud sync is optional.
Questions from advisors
- Does Horizon replace a wealth advisor?
- No. Horizon models the numbers and offers guidance on generic risk profiles. It does not give financial advice. The advice, and the relationship with your client, stay yours.
- Can Horizon handle clients with assets in several currencies?
- Yes. Add every account in its own currency and country. Horizon converts at daily rates into the client’s reporting currency and includes currency moves in its market simulations.
- How does Horizon stress test a financial plan?
- It runs hundreds of simulated markets to give a Chance of Success, and replays real crashes such as the 2008 financial crisis, COVID and the 2022 rate shock on the plan to show how far it falls and how long it takes to recover.
- Can I see and change the assumptions?
- Yes. Every rate is visible and editable, including growth, inflation and spending after retirement. Change a number and the plan updates straight away.
- Can I give my client a report?
- Yes. You can turn a plan into a PDF report your client can keep. Simulations, crash replays and the PDF report are part of Horizon Pro.