Financial planning software for advisory firms
Planning software that goes all the way to the client meeting.
Build the plan, present it full-screen, then share an interactive version the client opens at home. Monte Carlo projections, Social Security optimization, and Roth conversion modeling are built in — not add-ons.
$4,512,800
Median at age 90 · 10th–90th percentile shown
Capabilities
The whole plan, in one tool
Everything below ships in the product. No module pricing, no separate tax add-on, no third-party portal to bolt on.
Projection engine
Straight-line projections for the base case, and a Monte Carlo run when the client asks what happens if markets don't cooperate.
1,000 trials per runSocial Security optimizer
Every claiming age modeled against SSA formulas, including spousal and survivor benefits for married couples.
Ages 62 – 70Tax modeling
Retirement tax projection and Roth conversion scenarios, so the conversion conversation happens with numbers on screen.
2024 federal bracketsPresentation mode
Full-screen slides driven by the plan data, with keyboard navigation and disclosures already attached. No exporting to slides first.
Built from the live planClient portal
Share a link. The client verifies by email, then moves retirement age and spending against a projection that recalculates as they drag.
Email-verified, expiring linksPDF export
The same plan as a document, for the clients who still want paper in a folder.
Charts and disclosures includedThe plan builder, tab by tab
How it works
Three steps, one system of record
The plan you build is the plan you present and the plan the client opens. Nothing is re-keyed between stages.
Build
Enter the household once — income, expenses, accounts and holdings, liabilities, goals. Spouse data is first-class, not a second profile you maintain separately.
Present
Switch to presentation mode in the meeting. Full screen, keyboard driven, charts rendered from the same numbers you just entered.
Share
Generate a link with an expiry you choose. The client verifies by email and explores their own plan — and the conversation continues after they leave.
Client portal
The plan doesn't end when the meeting does
Most plans are a PDF the client opens once. This one is a link they come back to — and every time they move a slider, they are answering their own question instead of emailing you.
- ✓Retirement age and spending sliders recalculate the projection live.
- ✓Access requires a verification code sent to the client's email.
- ✓Links carry an expiry date you set, and can be revoked at any time.
- ✓Every firm's data is isolated — clients only ever see their own plan.
Built-in CRM
Prospects and plans in the same place
Planning tools usually assume you have a CRM somewhere else. This one includes contacts, a pipeline, activities and tasks — so a prospect becomes a client without leaving the system or re-entering their details.
- ✓Kanban or table view of the pipeline, whichever you think in.
- ✓Activity and task tracking against each contact.
- ✓Business card scanner for conference season.
See it with your own client data
The fastest way to judge planning software is to put a real household through it. Send a note and we'll walk one of yours through the whole flow — build, present, share.