Close Deals.
Live. On Screen.
Stop presenting static PDFs. Sit across from your client, open the Sandbox, and let them watch their $18M risk score drop to $4M in real-time as you model their personalized protection plan. That moment closes the deal.
Built for the Meeting Room
The Sandbox is purpose-built for high-stakes client conversations, not back-office analysis.
Live Client Meetings
Screen-share or present on an iPad across the table. The clean full-screen mode eliminates distractions and focuses client attention on their risk numbers -not your software.
Real-Time Parameter Toggling
Toggle hypothetical changes: "What if you set up a family trust?" "What if your second child gets a trust restriction?" Watch the risk score update live as you adjust each parameter.
Before & After Snapshots
See the original risk radar alongside the simulated risk radar in real time. Export a Word Draft summary of the intervention scenario to share with the client after the meeting.
Instant Score Recalculation
Zero latency. The scoring engine runs client-side for instant feedback -no waiting for AI generation while your client watches. The Sandbox is always responsive.
How It Works in 4 Steps
Open Any Assessment in Sandbox Mode
From the client's profile, click "What-If Sandbox" on any completed assessment. The same 30-dimension risk profile opens in an interactive editing interface.
Adjust Risk Parameters Live
Each of the 30 risk dimensions has a slider. Move any slider to model what would happen if that risk factor changed -e.g., setting "heir financial literacy" from Low to High.
Watch Scores Update in Real Time
The tri-dimensional radar chart and total score recalculate instantly. The three dimension scores (External, Internal, Relational) all update simultaneously.
Export a Word Draft Summary
After modeling interventions, export a Word Draft (.docx) that captures the session findings -ready to share with the client as a follow-up document or submit to your compliance team.
Advisor use case
Turn a static report into a live planning conversation
The What-If Sandbox is designed for meetings where a client needs to see how proposed interventions change the risk profile. Instead of explaining a recommendation abstractly, the advisor can model the score movement on screen.
Use the Sandbox after the initial assessment and report are complete. It works best when the advisor has already reviewed the client's external, internal, and relational risk dimensions and wants to compare possible planning actions.
The feature should be positioned as decision support, not a substitute for legal or tax advice. The output helps structure the conversation before the advisor coordinates with qualified professionals.
Before using the Sandbox live, advisors should review the client's report and choose the interventions worth modeling. The meeting is strongest when the advisor uses scenarios to compare options, not to overwhelm the client with every possible toggle.
The Sandbox also creates a bridge between diagnosis and action. It helps the family see why governance, insurance, trust structure, or independent oversight can change the overall risk pattern.
Frequently Asked Questions
Does the Sandbox permanently change the client's risk score?
No. Sandbox changes are non-destructive and session-only. The client's actual assessment data is never modified. You can explore unlimited scenarios without any risk of data corruption.
Can I run multiple toggle combinations?
Yes. The Sandbox has 4 strategic toggles (Trust, Family Constitution, Insurance, Independent Directors) and you can activate any combination. Each combination updates the radar chart and total score instantly -giving you unlimited scenario modeling within a session.
Is the Sandbox available on mobile?
The Sandbox is optimized for desktop and tablet (iPad Pro recommended for client presentations). Mobile is supported but the slider precision works best on a larger touchscreen.
What plans include the Sandbox?
The What-If Sandbox is available on the Pro plan and above. Starter advisors have read-only access to assessment results without real-time manipulation.
Run Your First Scenario
Open any existing client assessment and switch to Sandbox mode. Model a trust structure, adjust heir access, and watch the risk drop in real time.
Open Advisor OS