Feature · what this software actually does

Monte Carlo engine

Stochastic projection with toggleable assumptions; outputs probability ranges, not point estimates.

automatedRuns unattended; humans handle exceptions.

Vendors that ship this

Leaders

Adjacent

Build vs buy verdict

hybrid

Engines are commoditized; CMA inputs are the proprietary part. FOs and institutions often bring their own CMAs.

Skills it exercises

Roles that touch it

Where it shows up in the workflow

Goal modeling (retirement, education, large purchase)annual
Per-goal probability of success with sensitivity to savings rate, retirement age, and return assumptions.
Monte Carlo / probability of successannual
Stochastic projection with both deterministic and Monte Carlo views; clients see ranges, not point estimates.

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