Build in detail. Explain with clarity.
For advisers and finance professionals who need more room for complex cases, alternatives and clear reporting.
More room for complex client work.
Professional is a later product direction for complex client and finance-team work. Contact Styrvia if you want to discuss future adviser or finance-team use.
Built by Viktoria G. Luksander, FCCA, drawing on 20 years in corporate finance.
One case. Several paths. Clear reasoning.
Start with the facts and assumptions, compare alternatives, test uncertainty, then review the numbers behind the conclusion.
See the case from several angles.
Professional is planned to keep calculations local and add more ways to review and explain them.
Detailed reports
Planned views include plan report, year-by-year projection, cash flow, wealth and liquidity, debt, investments, Monte Carlo, Past market, and events and assumptions.
Portfolio and allocation views
Planned views compare plans, inspect composition by year and monitor shares, bonds and cash against a preferred allocation.
Historical data imports
Planned Professional support includes local investment and housing history imports.
Optional historical risk input
Uploaded investment history may support deeper risk analysis while expected return stays a separate assumption.
Local files
Professional is planned around local plan files, with financial plan data kept on the device during normal use.
Share and print
Planned sharing and print outputs keep the selected result separate from the plan file.
Need Professional to fit your firm?
For larger organisations, future branding and working needs can be discussed before launch.
