310 households mid-transition with documented life event sequences and financial impact.
Overview
Financial planning software must gracefully handle the moments when a client's life changes dramatically. This dataset provides 310 households in the middle of major life transitions including divorce proceedings, job loss and career change, inheritance events, geographic relocation, and serious health diagnoses. Each household includes the financial impact sequence that follows the triggering event and the planning interventions that address it.
What's Inside
310 households with documented life event triggers and financial impact sequences
Divorce proceedings: asset division, support calculations, QDRO scenarios
Job loss and career change: severance, COBRA, emergency fund depletion, re-employment
Enterprise licensing and custom corpus options available. Contact us for volume pricing.
Moderate Deviation from Base Corpus
Requires additional data layers or modeling. Typical delivery 2–4 weeks.
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About WealthSynth
WealthSynth is Finantrix's catalog of synthetic household datasets — privacy-safe test data for wealth-management, compliance, and RegTech teams, built from a documented base corpus across 31 tiered packages.
