{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/fedd7e9c0d83401e9d9adf9094f0c6a6\" frameborder=\"0\" width=\"1572\" height=\"1179\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1179,"width":1572,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1179,"thumbnail_width":1572,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/fedd7e9c0d83401e9d9adf9094f0c6a6-25bc72ed7dddab28.gif","duration":733.269,"title":"AI in Finance Demo - Tracelight","description":"In this video, I demonstrate the AI tool Tracelight, which integrates directly into Excel to help build dynamic cash flow planners for wealth management clients. I compare it to the previously discussed tool, Shortcut, highlighting how Tracelight allows for easy input of client parameters and market assumptions using plain English. I walk through creating a cash flow planner, showcasing its capabilities, such as adjusting growth rates and withdrawal scenarios over different time horizons. I encourage viewers to explore how AI tools like Tracelight can streamline our workflow and enhance our financial planning processes. Please consider trying out Tracelight in your own Excel workbooks to see its benefits firsthand."}