Synthetic households and client decisions that behave like a real book of business, with no privacy review and no real client data. Discounted licenses for instructors, researchers and early-stage startups.
Instructors at accredited colleges and universities, including CFP Board-registered programs.
Give students realistic client cases for planning, capstone and data-science courses: complete balance sheets, cash flow, taxes, insurance, goals and 96 months of history, with no real client behind any of it.
Academic researchers doing non-commercial work.
Household finance, financial planning, and evaluation of AI financial-advice systems, on data whose answers and figures are known in advance. Publish your results.
Teams under 20 people or under $10M raised.
Test and demo a wealth, planning or AI-advice product on realistic households before you have customers, with no production data and no privacy review.
Each discount applies to one purchase of any data set, DecisionSynth pack or eval pack. For example, a DecisionSynth pack listed at $495 is $247.50 with a classroom license.
Tell us who you are and how you'll use the data. It takes two minutes.
A person checks every request, usually within two business days.
You receive a single-use discount code by email, valid for 30 days, to use at checkout.
Use your institutional or company email; it makes review faster. Need a quote or an invoice for your institution instead of a card payment? Say so in the form.