The Big Picture
Retirement planning, simplified and visualized.
"The Big Picture is a retirement planning solution designed to help advisors create comprehensive and personalized retirement income strategies for their clients. It enables advisors to model various scenarios, optimize asset allocation, and manage risks associated with retirement planning. RIAs use The Big Picture to enhance client engagement and deliver tailored retirement solutions."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"The Big Picture simplifies retirement planning for advisors and clients through visually engaging presentations and streamlined data input."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How The Big Picture integrates into institutional RIA stacks.
Alternative Peer Landscapes
Avante
Healthcare and Medicare planning, simplified.
Bloomberg Tax (BNA)
Expert tax planning and compliance solutions for RIAs.
Capitaliz
Accurate business valuation for informed financial planning.
Carefull
Protecting client finances and family peace of mind.
CFS
Expert education planning solutions for financial advisors.
Covet
Empowering RIAs to deliver exceptional legacy planning.