Expect financial accountability
Most wealth advisors blindly follow industry norms, providing generic, one-size-fits-all retirement plans and advice that fail to account for your unique financial needs. Not anymore. With XV1, over 100K simulations are run to predict a range of possible outcomes and their likelihood, empowering your advisor to deliver personalized advice backed by data, not guesswork. You’ll never again have to ask yourself, “Is my advisor’s fee worth it?” Your returns will prove it.
Our Process
How XV1 works
Get an inside look at what goes into crafting a retirement report powered by XV1 and see how it’s setting a new standard for accountability in the industry.
Step One
We start with the basics
Our simulations are tailored based on the details you provide to your wealth advisor about your unique situation and needs—things like your ideal retirement age, income streams, and dependents.
Step Two
We simulate 100K+ possible future outcomes
We analyze historical annual returns and simulate hundreds of thousands of possible future financial outcomes that consider factors like your environment, your choices, and your portfolio management.
Step Three
Your advisor crafts a plan to maximize your savings
This report arms your wealth advisor with an unparalleled view into your projected financial future. It enables them to effectively guide you toward your goals, while ensuring the value they provide outweighs the cost of their services. Win-win!
Step Four
You feel confident in your advisor’s value
Your advisor monitors and fine-tunes your portfolio based on real-time data and market changes. They show you the tangible impact they’ve made on your returns based on XV1 projections.
Our Process
How XV1 works
Get an inside look at what goes into crafting a retirement report powered by XV1 and see how it’s setting a new standard for accountability in the industry.
Step One
We start with the basics
Our simulations are tailored based on the details you provide to your wealth advisor about your unique situation and needs—things like your ideal retirement age, income streams, and dependents.
Step Two
We simulate 100K+ possible future outcomes
We analyze historical annual returns and simulate hundreds of thousands of possible future financial outcomes that consider factors like your environment, your choices, and your portfolio management.
Step Three
Your advisor crafts a plan to maximize your savings
This report arms your wealth advisor with an unparalleled view into your projected financial future. It enables them to effectively guide you toward your goals, while ensuring the value they provide outweighs the cost of their services. Win-win!
Step Four
You feel confident in your advisor’s value
Your advisor monitors and fine-tunes your portfolio based on real-time data and market changes. They show you the tangible impact they’ve made on your returns based on XV1 projections.
With an XV1-empowered wealth advisor by your side, you’ll never again have to ask yourself, “Is their fee worth it?” Your returns will prove it.
Testimonials
What our advisors are saying
FAQs
Frequently asked questions
Who can benefit from XV1?
Anyone who wants to take control of their financial future. As a client, you’ll receive more accurate and tailored financial planning, backed by data-driven insights that empower you to make more informed decisions about your wealth.
How can I find wealth advisors using this product?
You can ask your advisor if they use XV1, or contact us directly to inquire about advisors in your area who do. We’re working on developing a directory of XV1-enabled advisors for easier access.
How do you use my financial data?
We use your financial data to run simulations and provide personalized advice. All data is encrypted and handled in compliance with industry-standard security protocols. We never sell or share your personal information.
Is this a one-time report or an ongoing process?
While you’ll receive an initial prospect report, your advisor will continuously update and refine your financial plan based on new data and changing market conditions, ensuring your strategy remains optimized for the future.
Can I use XV1 without an advisor?
No, XV1 is designed as a tool for wealth advisors. While the insights provided are valuable, interpreting and applying them effectively requires the expertise of a trained financial professional.
Want to experience the power of XV1?
Let your wealth advisor know you’re ready to level up to cutting-edge financial planning.
