Introduction

We already manage nearly every part of our lives on our phones — from communication and shopping to payments and travel. So why does financial planning still feel stuck in the past? With the Pythia® mobile app just weeks away from a full public release, the future of planning is about to arrive.

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The Traditional Tools and Assumptions

Traditional financial planning relies heavily on two relics:

• Risk-aversion questionnaires: A handful of generic questions about “comfort with risk” that try (and usually fail) to capture a lifetime of financial behavior or daily variance in tolerance.
• Monte Carlo simulations: Long, complex models that spit out thousands of hypothetical outcomes. Useful in theory, but lacks accuracy and is generally disconnected from real-world decisions.

The problem? These tools are antiquated and do not produce better outcomes for clients.

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How Pythia® Reimagines Financial Planning

As an AI powered platform with predictive analytics at its core, Pythia® delivers nudges with actionable insights:

• Alerts that highlight when spending trends may impact your goals.
• Forecasts that translate probabilities into clear choices.
• Contextual insights that guide you toward better decisions without overwhelming you with jargon.

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Conclusion: The Plan in Your Pocket

We believe the future of financial planning is about empowering people to make great decisions with clarity, confidence, and accuracy — all from the device they already use most.

And now, the Pythia® mobile app is weeks away from its full public release when investors everywhere will experience a better way to plan their financial future.

Request access to our mobile release at pythia.coroebuswm.com