Case Study: Waystone achieves clearer, faster retirement planning with Ravenna Interactive

Waystone replaces 40-column spreadsheets with Ravenna for 50-year retirement modeling

The financial services firm Waystone faced a challenge with an inefficient, cumbersome spreadsheet system for retirement planning. Their advisors struggled to model complex financial scenarios for clients, who were in turn overwhelmed by a "wall of numbers." Waystone engaged the vendor Ravenna Interactive to develop a modern web application to replace this system.

Ravenna Interactive built a dynamic Laravel application featuring a projection service for complex financial modeling and a clear visual interface. The solution allowed advisors to rapidly create, save, and iterate through scenarios, providing clients with an easy-to-understand visual representation of their financial future. This transformed a static calculation tool into a responsive strategic asset for client advisory.

Waystone