Less data entry. Better plans.
Build better client plans in a fraction of the time.Financial planning software for independent RIAs and fee-only firms.
AI fills the client profile in minutes by reading statements, tax returns, and meeting notes. The plan runs on one engine, so when a client asks what happens if they retire two years later, you have the answer on the screen in front of them.
- Client intake
- Minutesvs. hours
- Tax coverage
- Federal+ 19 states + estate
- Monte Carlo
- 1,000paths · sub-second
actual product · monte carlo report
foundryplanning.com/clients/cooper-susan/monte-carlo
live scenario
Monte Carlo Simulation — Retirement Forecast
Client: Cooper & Susan Hewitt · 1,000 trials · 50-year horizon
Success probability
85%
▲ 4.2% vs last run
Median portfolio
$18.6M
at age 100 · 50th pct.
Annual income
$365K
avg post-retirement
Retirement
56→65
Cooper & Susan
Retirement Success Probability
80th pctMedian20th pctCash flow
Build a plan on the call
Bring a real client. We’ll build their plan on the call.
A live Zoom session where we build a working plan together. Bring a brokerage statement, a tax return, or a list of constraints. The data goes in fast and we plan in front of you.
Call duration
~30 min
Preparation
Zero
Cost
Free