Document what changed
A scenario should show its starting capital, allocations, applied shocks and cash requirements. Exporting those inputs alongside the results helps reviewers understand why two runs differ.
Separate automation from accountability
SS&C’s September 2026 announcement describes AI-enabled enhancements supported by governance and orchestration capabilities. This is a supplier’s announcement of its own technology, not an assurance that automation removes operational risk.
SS&C · 23 September 2026 →Our interpretation: human ownership remains necessary when adopting new tools. A proposed workflow should identify who approves assumptions, who investigates exceptions and when the output should be escalated.
What this demonstration does
The planner uses visible, deterministic arithmetic in your browser. There is no AI scoring, suitability assessment or recommended asset allocation. Inputs are not uploaded by the planner. The exported CSV contains the entered assumptions, derived amounts and method limitations.
Questions before a production build
- How will data access be authorised and reviewed?
- Which sources and valuation dates will each figure retain?
- How will independent calculations and exceptions be checked?
- What retention, audit and deletion rules will apply?