Enterprise-grade algorithms applied to individual investors
Sophisticated analysis on a massive scale
Unlike overly simple traditional modelling tools, the Goals-Based Advice Platform can account for a variety of changing goals and priorities.
Enterprise grade algorithms
Viewed through the filter of the Platform's intelligent modelling engine, the endless possibilities that surround financial decisions become actionable insights.
Explore the possibilities and trade-offs with confidence
The platform analyses thousands of possible scenarios, allowing advisers and their clients to explore the trade-offs inherent in each decision.
Make sound decisions in the face of uncertainty
The end result is a more meaningful relationship with clients, providing them a higher level of service and a more holistic view of risks and rewards.
Engaging customers using their goals: A roadmap
The financial industry needs to move closer to the motivations of customers and away from the things the industry historically focusses almost exclusively on.
Self service advice use case
Digital guidance will play an ever increasing strategic role in connecting financial providers, with consumers.
Imagine a tool that helps consumers run through as many possible scenarios as they’d like, presenting a clear view into each potential outcome.
With the GBA Platform, it’s easy to imagine how a far more comprehensive self-service financial advice tool might work.
Members outcome segmentation use case
The Milliman Goals-Based Advice Platform helps companies and people all over the world, including, but not limited to:
- Financial advice groups building their own customer engagement and advice systems
- Financial advice technology providers
- Robo-advisers looking to develop a next wave of automated advice offerings
- Product manufacturers; e.g. insurance companies and pension funds performing analysis to more deeply understand how their products' impact people's lives
Meet the team
Victor Huang
Victor Huang is a principal with Milliman and heads up the Investment Solutions team in Australia. He has been with Milliman since 2008. Victor currently leads a team of portfolio managers, actuaries, and traders who design and implem...