One living model
Accounts, people, goals, risks, and decisions stay connected.
One life model. Many specialist agents.
Financial planning that can do the work—and explain it.
Platform / 013 essential sections
Reviewed July 22, 2026
Reviewed July 22, 2026
Pareto connects accounts, goals, household commitments, permissions, and risks in one living model. Specialist agents continuously evaluate better paths, while approvals and evidence keep consequential actions under your control.
Specialists with scope
Each agent works inside a defined domain and evidence standard.
Approval before action
Consequential execution remains visible and permissioned.
01
A model of the whole life
Cash flow, investments, taxes, property, legal readiness, health shocks, career changes, family commitments, and retirement are evaluated together instead of in disconnected calculators.
02
Agentic execution with boundaries
Specialist agents can research, compare, negotiate, draft, and monitor. Approval gates, permission scopes, and circuit breakers separate useful autonomy from irreversible action.
03
Every recommendation leaves evidence
Plan Diff attributes changes to their causes, forecast calibration records misses, and portable fiduciary packets preserve assumptions, sources, decisions, permissions, and unresolved risks.
Make the plan yours