Build on figures you can cite. Test on customers who don't exist. Grade agents on decisions no one ever made.
Every IRS, SSA, and CMS number your software depends on — traced to its source and kept current. 1,451 synthetic households to build and test on. And 1,979 advisor-decision episodes with answer keys, so your AI's memory is graded, not guessed at. Zero PII, ever.
{
"key": "retirement.ira.limit.under_50",
"value": 7500,
"unit": "USD",
"source": "IRS · Notice 2025-67"
}{
"household_id": "syn_A-01_0042",
"archetype": "young-family-first-home",
"investable_assets": 286000,
"pii": null
}{
"trigger": "promotion_or_raise",
"followed_policy": false,
"override_reason": "bracket_timing_judgment",
"semantic_refs": ["retirement.ira.limit.under_50"]
}Three things your software can't make up.
The regulatory figures it has to get right, the customers it has to be tested against, and the decision history its agents have to remember. We make all three — and price each the way its data actually behaves.
Financial Planning Rule Sets
Cited, current, callable.
Every U.S. tax, benefit, and planning figure your software needs — contribution limits, tax brackets, RMD divisors, IRMAA tiers, COLA, estate and gift numbers — each traced to the IRS, SSA, or CMS document it came from and kept current. Delivered by jurisdiction over a live API and MCP, so you stop hard-coding constants that go stale every January.
Wealth Data Sets
Realistic households. None of them real.
1,451 synthetic households across 71 archetypes — each a complete financial life: income, assets, debts, insurance, goals, and a 96-month trajectory. Calibrated to behave like a real book of business, with zero PII and no data-use agreement. Drop them into any test suite, model, demo, or compliance check. Yours to keep.
DecisionSynth Decision Memory
Decisions your agents can be graded on.
1,979 deterministic advisor-decision episodes over synthetic households — the trigger, the options weighed, any override and its reason, the outcome, and the cited IRS/Treasury figure behind the choice. Every QA task ships with an answer key known by construction, so you grade an agent-memory system instead of eyeballing it. Thirty bundle-matched packs, or the full corpus.
For the teams shipping it — and the teams that have to prove it.
Ship planners, tax tools, and advisor platforms on numbers you can defend in an audit — not constants you re-key every January.
Ground models in cited figures over MCP, test them on households that carry no customer PII — and grade their memory against decision episodes whose answers are known before the agent ever sees them.
Run Reg BI, suitability, and tax-loss-harvesting test cases against realistic households — no privacy review, no DUA, no production data.
We don't ask you to take our word for it.
Households are calibrated to public benchmarks and carry zero PII by construction. Every Rule Set figure cites its primary source. Every decision episode's answer key is emitted by the generator that created it — never labeled after the fact.
Subscribe to the rules. Own the data.
The figures change with the tax code, so you subscribe. The households and the decision episodes are static, so you own them.
Financial Planning Rule Sets
Source-cited figures that stay current. Start free; upgrade for commercial rights, higher limits & point-in-time history.
Wealth Data Sets
Realistic synthetic households to build, train, demo, and test on — yours to keep, no subscription.
- Royalty-free for internal build & test
- JSON + CSV default, Parquet on request
- No PII, no DUA, no privacy review
- Free watermarked sample before you buy
DecisionSynth Decision Memory
Advisor-decision episodes with known-answer QA tasks — evaluate and seed AI agent memory. Yours to keep, no subscription.
- QA tasks with ground-truth answer keys
- Cited figure behind each choice
- Fresh households included — packs stand alone
- No PII, no DUA, no privacy review
Build on cited rules. Test on synthetic lives. Grade your agents.
Free to start · no DUA · no real customer data.