QuantCalc Advisor is the professional tier of the QuantCalc Monte Carlo engine, built for solo advisors and small RIAs who need defensible math behind client recommendations - without an enterprise price tag.
FORECAST COMPARISON. Run the same client plan through six publicly published capital market expectation sets - J.P. Morgan, BlackRock, Vanguard, GMO, Schwab, and Invesco - and hand the client one side-by-side, white-label PDF. When a recommendation depends on return assumptions, showing the range across six published sources is the analysis that holds up in a fiduciary review.
SCENARIO TEMPLATES. Five pre-built client archetypes load as starting points: the FIRE bridge to 65, a Roth conversion ladder for ages 55-65, ACA cliff optimization for pre-Medicare retirees, a Roth-glide plan for the Social Security tax torpedo, and a survivorship/widowhood projection. Each template saves 20-40 minutes of data entry per client.
TAX DEPTH UNDER EVERY SCENARIO. Up to 10,000 correlated market scenarios per run, with 51-jurisdiction state income tax, the IRMAA two-year lookback, the ACA subsidy cliff, Social Security taxation, and RMD scheduling modeled inside the simulation - not bolted on afterward.
CLIENT DATA STAYS IN THE BROWSER. The saved-plan workspace keeps client plans in the advisor's own browser (localStorage), with CSV export for record-keeping. No accounts; no third-party server ever stores client financial data - a one-sentence answer to the data-security question in compliance reviews.
DOCUMENTATION BUILT IN. Every advisor PDF ships with an auto-generated four-page methodology supplement: simulation parameters, sampling regime, volatility and correlation matrices, and a citation list for each forecast source. The full methodology is also public at quantcalc.app/methodology.html and quantcalc.app/tax-methodology/.
The advisor brings the advice. QuantCalc brings transparent, reproducible math.
PRICING. Advisor PRO: $249/year - commercial license, white-label PDFs, saved-plan workspace, forecast comparison, priority support. The underlying calculator suite is free to evaluate in the browser, no signup.
