Moody’s Analytics, a leading provider of financial intelligence, has announced that its Analytics Wealth Scenario Generator (WSG) technology has been selected by Wealthify, a provider of digital wealth management services, to assist clients in making informed decisions on their investment plans.
The Moody’s Analytics WSG is a modelling engine that supports financial planning and investment decision making. It has been integrated into Wealthify’s online investment proposition to illustrate a likely range of financial outcomes based on the investment style and level of investment a customer selects. This allows investors to better appreciate the balance between risk and return.
“Our decision to work with Moody’s Analytics was driven by their comprehensive modelling and technology offering,” says Michelle Pearce, co-founder and Chief Investment Officer at Wealthify. “Their solution provides the robust economic assumptions required for our value projections, which are a key component of our user journey.”
“Ensuring that an investor understands the relationship between risk and return in the investment options available to them is critical for making sound investment decisions. Our solutions allow risk and return to be presented in terms of investing outcomes that are meaningful to the customer,” says Phil Mowbray, Senior Director of Wealth and Pensions Solutions at Moody’s Analytics. “We look forward to supporting Wealthify in their mission to make investing easy to understand and accessible to all.”