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ProjectionLab

Modern financial and retirement planning software with cash-flow projections, Monte Carlo and scenario modelling.

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Overview

ProjectionLab is modern financial and retirement planning software offering detailed projections, tax estimation, withdrawal strategies and Monte Carlo simulations. Cash-flow projections are visualised with Sankey diagrams so users and advisors can see how money moves over time.

The platform supports both individuals and financial advisors, and includes settings for multiple countries including the United States, United Kingdom, Canada and Australia, making it usable across different tax and planning contexts.

Key Features

+ Long-range financial and retirement projections
+ Monte Carlo simulations for plan success
+ Cash-flow visualisation with Sankey diagrams
+ Tax estimation and withdrawal strategy modelling
+ Flexible scenario and milestone planning
+ Multi-country planning support

Integrations

Account aggregation providers

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