How it works
From the first click to consultation: record income, model expenses, gain insights in real time.
Income capture, not paperwork
A simple slider for net salary and “other income” produces a real‑time net‑income donut.
Dynamic expense modeling
Instead of asking for every receipt, the widget infers likely spend from a few signals: children, cars, housing, and—crucially—what matters to the customer. If “Socializing” or “Taking a break” is marked “Very important,” the model allocates more budget there; mark “Luxuries” as “Not important,” and it trims that line.
Instant insights– Users see:
Monthly surplus (after all essentials and preference‑weighted lifestyle costs)
Lifestyle breakdown (car, culinary, shopping, vacations, savings, insurance, tech)
Guided next steps like “See investment projection” or “Request a free consultation” to convert interest into a qualified conversation.
One click to onboarding
With consent, the result can hand off to an Onchestra journey (e.g., mortgage pre‑qualificationor investment plan), so Relationship Managers (RM) get a warm, context‑richlead—no re‑keying.
