Deliver financial planning at scale.
With our technology, your customers can create financial plans without advisor input.
A Product with Impact
Increase Customer Engagement
A self-directed financial plan allows your customers to identify and communicate what is important to them. This allows your institution to serve more clients at scale
Improve Client Acquisition
Young people are looking for service providers that can speak their language. Our product serves as an incredible lead-generation tool for prospective new customers seeking financial guidance.
Maximize Lifetime Value
Reduce customer churn by becoming their go-to money management destination. Increase the profitability of each customer by integrating your institution's product and service offerings into their financial plan.
The Customer Experience
01
Data Input
Your customers will walk through a workflow to define their:
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Income and expenses.
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Assets and liabilities.
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Risk tolerance.
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Goals.
02
Assess the Plan
Once they've defined their financial situation, they'll be led to an overview of their plan. This will give them insights into their plan including:
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The likelihood of success for each of their goals.
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Suggested savings towards each goal.
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Suggested allocation to account types.​​
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Suggested investment allocation based on risk capacity and tolerance.
03
Find the Ideal Plan
Using our scenario comparison tool, they can do side-by-side comparisons to potential changes in their plan:​
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Goal cost and timing.
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Income and expense timing.
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Assumed investment risk and return.
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Debt management strategies.
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Savings allocation​.
Level-up Your Asset Management
Tailored Investment Portfolio Suggestions
Our software uses optimized monte carlo analysis to give you actionable insight to manage your client's assets in line with their risk tolerance and capacity to efficiently meet their goals.
About PYLO
Our Story
PYLO (short for Plan Your Life Out) was founded in 2023 by a team of experts in finance and technology. Our goal is simple, to democratize financial planning. By partnering with financial institutions, we are empowering people to make more informed decisions to improve their overall financial wellness.
Our Vision
Our vision is that everyone will have access to unbiased guidance regardless of their financial circumstances or level of education. We believe that by providing a powerfully simple service, we can change lives. Now people can design their ideal future as well as the plan to achieve it.
Our Technology
PYLO's platform is built with the latest technology to provide a fast, safe, and reliable experience. We implement an industry-leading design to deliver a personalized financial planning experience to every user. Our innovative approach includes widely accepted methodologies such as Monte Carlo simulations.
Request a Demo
Schedule a demo with our team.