With the Wealth42 AI platform

Set-up Checklist

🚀 Here's how to launch a journey.

Step 1: Know your objectives 🎯
Step 2: Define Product Universe & Product Policy
Step 3A: Define a Planning Journey
Step 3B: Define an Execution Journey
Step 4: API Integration
Step 5: Run MINT Science

Frequently Used Constraints

MINT Science is configured to manage constraints based on different product types. The engine adheres to these constraints in finding the most optimal future cash flow projection.

Here is a list of frequently used constraints (not exhaustive)

For Term Life Insurance
For Loans
For Deposits
For Investments
For Endowment Plans
For Goals

Set-up Checklist

Frequently Used Constraints

Examples