Predictive
Planning
AI-powered advisor with predictive analytics

Help your clients identify and plan for their financial goals and future with ease.

Help your clients identify and plan for their financial
goals and future with ease.

Who is
Predictive Planning for?

Relationship managers, financial advisors and agents of various organizational sizes looking to deliver insightful financial planning and investment management services.

Why Predictive Planning

Goal helper with
financial insights

Nudge your clients toward their financial goals with recommended budgets and tips.

Data-driven
predictions

Based on historical data, our models run thousands of simulations of possible futures and track those closest to your client’s profile.

Projection, health check
and rebalancing

Monitor goal progress and get notified when goals go off track or to maintain portfolio’s fund allocation.



Goal helper with financial insights
Nudge your clients toward their financial goals with recommended budgets and tips.


Data-driven predictions
Based on historical data, our models run thousands of simulations of possible futures and track those closest to your client’s profile.


Projection, health check and rebalancing
Monitor goal progress and get notified when goals go off track or to maintain portfolio’s fund allocation.
How Predictive Planning works
Customize a profile

Customizable profile and personal avatar with demographic information

Drive predictions with data

Understanding you is important for Predicto to make a forecast

Visualize Financial Futures

Generate the most probable timeline of future events and actionable financial recommendations

Predictive Planning

Talk about your clients’ futures and dreams with confidence.
Frequently asked questions

Predictive Planning uses the Hidden Markov Model to determine a sequence of life events that a user has the highest probability of encountering based on historical data and user information. If you’d like to find out more, check this Prophesying your future with predictive analytics out or reach out to our sales representatives.

Predictive Planning models are currently driven by the National Longitudinal Surveys’ study on U.S. data and statistics. Our models can be mapped to other developed nations and we aspire to make this available in every country! Drop us a message to discuss next steps.

End-users can expect transparent and intuitive user journeys that allow them to visualize their financial planning while advisors will be able to support their clients with enriched and personalized financial services.