Welcome. Ask me anything across the 41 products in the knowledge hub — product facts, comparisons, index mechanics, or describe a client and I'll help you shape a recommendation.
Internal tool for Legacy Group wealth managers. Access is logged.
Intelligence for Legacy Group Wealth Managers
Welcome. Ask me anything across the 41 products in the knowledge hub — product facts, comparisons, index mechanics, or describe a client and I'll help you shape a recommendation.
Add products — or use ✦ Auto — then Visualise.
Manual gives you per-product premiums, terms and options under your full control. ✦ Auto builds a starting stack from goals and budget — you can fine-tune every card afterwards.
Guaranteed / conservative shows only what the insurer contractually commits to. Illustrated adds non-guaranteed bonuses and returns at each product's illustrated basis. Actual results will fall somewhere in between.
All projections are illustrative, for WM education only — not a policy illustration. Configurations marked estimated use scaled deck figures; confirm all client-facing numbers via the approved illustration tools.
Select a product to read its full knowledge-hub entry — every figure included.
Compare up to three products side by side. Change any dropdown to swap a product; the detailed write-up for each is always in Browse.
Client-facing interactive stories, quizzes and calculators. Each opens full-screen in a new tab — safe to screen-share, with no internal knowledge-hub content visible. Pick the concept that fits the conversation, open it, and let the visual do the talking.
Who is using the hub, what they use it for, and what the AI costs. Figures come straight from the database — an advisor opening this page would only ever see their own rows.
Chat message content, if enabled, is stored separately and readable by admins only, with an automatic retention window. Metadata above contains no client details.