Nest Egg Guru makes affordable client-facing software for independent financial advisor websites. Our apps are designed to help advisors educate and engage clients, add stickiness to advsisor-client relationships, and attract new site visitors.

The independent advisory space is currently undergoing major disruption. Investors are becoming increasingly sophisticated and want to be actively engaged in the planning process. However, most professional planning software today is primarily advisor-facing, and generates long jargon-filled, "financial plans" that clients will never read. Our first app rollout, Nest Egg Guru, addresses this problem by giving advisors intuitive, yet sophisticated applications that may be used interactively to help clients' answer the most ubiquitous and worrisome planning question, "If things go badly in the markets, will I still have enough?"

Under the hood, Nest Egg Guru is the only planning software that employs bootstrapping for its simulation method...
Nest Egg Guru makes affordable client-facing software for independent financial advisor websites. Our apps are designed to help advisors educate and engage clients, add stickiness to advsisor-client relationships, and attract new site visitors.

The independent advisory space is currently undergoing major disruption. Investors are becoming increasingly sophisticated and want to be actively engaged in the planning process. However, most professional planning software today is primarily advisor-facing, and generates long jargon-filled, "financial plans" that clients will never read. Our first app rollout, Nest Egg Guru, addresses this problem by giving advisors intuitive, yet sophisticated applications that may be used interactively to help clients' answer the most ubiquitous and worrisome planning question, "If things go badly in the markets, will I still have enough?"

Under the hood, Nest Egg Guru is the only planning software that employs bootstrapping for its simulation methodology. It was designed to address many of the well-documented shortcomings in popular Monte Carlo simulation software (e.g., Money Guide Pro, eMoney, Finance Logix, Advizr, Right Capital, etc.). Instead of presenting results as "probabilities of success," Nest Egg Guru focuses users on the bottom half of the simulation results, particularly the Value at Risk Statistics. There is nothing predictive about the results, but rather we show the client how they may fare if things go badly. That said, Nest Egg Guru serves a different purpose that these broader financial planning apps, and, at just $300 per year, is intended to complement rather that replace them.

Nest Egg Guru was also created to help bridge the gap between recent academic research on retirement income sustainability and the practitioner. The software has a number of unique features that do not exist in any other planning software. As exemplified in our recent Journal of Financial Planning (April 2017) paper,"Determinants of Retirement Portfolio Sustainability and Their Relative Impacts," Nest Egg Guru makes it easy for clients to see how changing different factors within their control may impact their results.

The 3 planning apps we have now are merely our first foray into this space. Our next additions to our suite will be designed specifically to make the client-advisor relationship stickier. All of our apps are priced to be affordable and sold a la carte or bundled.
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Blue Startups
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Blue Startups Where East Meets West - up to $100,000 investment
Blue Startups
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Blue Startups Where East Meets West - up to $100,000 investment
Blue Startups Fall 2015
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Blue Startups Fall 2015 Accelerate your startup in paradise - up to $100,000 investment
F6S  Alpha
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