How it works
How FutureScore works
A simple monthly check-in gives you a FutureScore from the key values you can provide directly. Add deeper financial data when you are ready, and the platform turns that context into sharper guidance.
Start with the monthly check-in
Each month you provide the key values directly: pension, savings, investments, debt, income, and expected retirement expenses. The check-in stays small enough to complete without connecting every account.
Get a FutureScore from limited data
FutureScore turns those values into a clear read on your future position, the main constraint, and the next useful move. It is designed to give direction before perfect data exists.
Unlock guidance with richer data
With a subscription, you can add transactions, asset orders, pension details, fixed assets, and loans. That extra context lets FutureScore explain spending patterns, portfolio movement, debt drag, and retirement readiness with more precision.
Prepare for signal-based AI analytics
As the product matures, we will add AI analysis of the key signals we see in your financial data, so the guidance can surface meaningful changes without asking you to study every line item.
