For professionals · Financial Advisors
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Decidi for financial advisors
Stress-test the recommendation before the client acts on it.
Stress-test your work free 1,500 free credits · no sign-up, no card
Have the downside, the suitability and the conflicts examined by independent models and a risk lens — so the advice you give is advice you can defend to the client and the compliance file.
Why financial advisors use it
- Run the recommendation through a bad-market scenario, not just the projection the client wants to hear.
- Pressure-test suitability: does this actually fit the client’s goals, horizon and risk tolerance?
- Surface the conflict, fee drag or hidden cost a skeptic would flag immediately.
- Have a risk officer name the concentration or liquidity trap the plan quietly creates.
- Stress-test the assumptions in the plan so a confident model can’t bake in an unrealistic return.
- Rehearse the compliance review — the documentation question before it’s an audit finding.
Stress-test before you ship
- The recommendation under a bad-market scenario
- Suitability against the client’s real goals and horizon
- Concentration, liquidity and diversification risk
- Fees, conflicts and hidden cost drag
- Return and inflation assumptions in the plan
- The compliance and documentation trail
Adversarial passes we run
Downside-scenario runSuitability checkConflict & fee-drag sweepAssumption stress testCompliance-trail review
Stress-test your work now
1,500 free credits · no sign-up, no card