Planning, Not Spreadsheets
Clarity Over Complexity
Trellis cuts through the noise of dense spreadsheets and complex tables, turning sophisticated financial modeling into clear, actionable insights. Concepts like Monte Carlo simulations, tax optimization, and sequence of returns become approachable — no financial expertise required.
Built for Real Conversations
Focus on what matters most: helping clients make better decisions. Trellis lets you spend time exploring outcomes and trade-offs, not explaining formulas. It's a tool that supports understanding, not just analysis.
Instant Insight, No Setup Required
Get professional-grade analysis in seconds—not hours. With just a few key inputs, Trellis delivers deep, meaningful planning insights. No training required, no messy data imports, and no need to input a client's entire life story just to get started.
Answers in Seconds
Powerful Simulations, Simple Inputs
Whether it's modeling retirement scenarios with guardrails, comparing debt payoff strategies, or analyzing mortgage vs. investment decisions, Trellis delivers comprehensive analysis from just the essential details.
Real-Time Exploration
Change assumptions on the fly and see results instantly. Ask “What if I retire two years earlier?” or “How does a market downturn affect my plan?” and get immediate, visual answers.
Professional Results, Every Time
Behind the simple interface lies sophisticated financial modeling—tax calculations, inflation adjustments, Monte Carlo analysis, and more. You get enterprise-grade results without enterprise complexity.
What You Can Model Instantly
- Retirement income with multiple withdrawal strategies
- Debt avalanche vs. snowball comparisons
- Monte Carlo simulations with guardrails
- Tax-optimized RRIF withdrawal strategies
- Mortgage payoff vs. investment scenarios
Visuals That Engage
Graphs People Actually Understand
Clean, intuitive charts that tell a story. See debt payoff timelines, retirement projections, and Monte Carlo results in formats that make sense to everyone, not just financial professionals.
Summaries That Matter
Key insights presented clearly at the top of every analysis. No hunting through data to find the important conclusions—they're right there, ready to discuss.
Designed for Collaboration
Every visual invites engagement, helping clients ask questions, understand trade-offs, and take action.
Depth When You Need It
Surface Simplicity, Deep Analysis
Start with clear overviews, then drill down as needed. Explore detailed cash flow projections, tax implications by year, or individual Monte Carlo trial results—all without losing the big picture.
Transparent Calculations
Every result can be traced back to its assumptions. Clients see exactly how tax rates, inflation, and market returns affect their outcomes. No black box, no “trust the algorithm.”
Comprehensive Coverage
From basic loan calculations to complex retirement income strategies with guardrails, Trellis handles the full spectrum of financial planning needs. One platform, multiple specialized tools.
Dig Deep When Needed
- Year-by-year cash flow projections
- Detailed tax calculation breakdowns
- Individual Monte Carlo trial analysis
- Asset allocation evolution over time
- Sensitivity analysis for key assumptions
Built for Real Conversations
“Instead of spending half the meeting explaining how the calculations work, I can focus on what the results mean for my client's life. The conversations are so much more meaningful now.”
“My clients actually engage with the analysis now. They ask questions, explore scenarios, and leave meetings feeling confident about their decisions instead of overwhelmed by numbers.”