See how our Goals-Based Advice Platform is transforming retirement

We're using actuarial rigor to make sure your clients get the life they want. 

The Goals-Based Advice Platform uses Milliman's decades of actuarial expertise modelling risks for global insurance companies and applies it to retail investors for the first time. With planning tools powered by the Milliman platform, financial advisers can quickly run in-depth custom analysis for their clients, and use that insight to build relationships and inform client conversations about risk, reward and the trade-offs that accompany each decision.

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.                                

Who could benefit from the Milliman Goals-Based Advice Platform?

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

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
Practice Leaders

Meet the team

McCulloch Craig

Craig McCulloch

Principal

Craig McCulloch leads Milliman's Advice Technology Services business in Australia, and joined the firm in 2011. Craig has been implementing goals-based advice frameworks, financial planning tools and other complex financial models for ...

Matterson Wade

Wade Matterson

Practice Leader

Wade is a principal and leads Milliman’s Australian practice. He joined the firm in 2004 and is responsible for Milliman’s Australian operations. Wade also supports Milliman’s retirement and risk management initiatives across the Asia-...

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