Modern Technology
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At Modern Cents, we revolutionize the financial planning process through the use of today and tomorrow's financial technology. Our innovative approach leverages modern tools to provide tailored solutions for our clients. Our commitment to staying ahead of the curve enables us to deliver optimal results and empower you to achieve your financial goals. Trust Modern Cents to navigate the complexities of the financial landscape with expertise and sophistication.
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The use of technology is an integral part of our planning process. We use various pieces of software to help illustrate concepts, further your financial literacy and provide our recommendations. Here are some of the tools that we use throughout our engagements.
SUPER ADVISOR
We believe financial planning should be personal, proactive, and precise. That’s why we use SuperAdvisor.ai™, a cutting-edge client platform, to enhance the advice and strategies we provide. By combining years of expertise with advanced technology, we can deliver truly goals-based planning, analyze your financial situation quickly and accurately, and explore different scenarios so you can make confident decisions. The platform also streamlines the process with secure document storage, smooth onboarding, and task management tracking to keep your planning moving forward. SuperAdvisor.ai™ doesn’t replace personalized service — it empowers us to deliver even more value, keeping your plan organized, actionable, and aligned with your life every step of the way. With human wisdom enhanced by AI intelligence, you get the best of both worlds working for your future.
PLANWORTH
How you define your goals and how likely you are to achieve them can be modelled and forecasted using our client friendly planning software, Planworth.
Using Sandbox mode, you can play with the financial modelling we have done on your behalf, to test out 'what if' scenarios!
Never lose access to your financial planning and modelling! Once finalizing an initial planning engagement, Advice Access clients get to keep access to Planworth and continue to model out scenarios on their own.
WEALTHSCOPE
For investment planning clients, a detailed look at your holistic investment asset allocation is a must! With Wealthscope, we can quickly aggregate and analyze your accounts—whether across multiple institutions or grouped as a household—using AI‑enhanced uploads or manual inputs to save time and deliver a holistic view of your investments .
The platform supports scenario testing and model portfolio building, allowing us to compare “what‑if” options, analyze your chosen investment products, and ensure that your investments suit your risk profile