Plans clients read, built in a fraction of the time.
Financial planning software for independent RIAs and fee only firms.
Drop in the statements and the profile builds in minutes, not an afternoon. Change an assumption with the client watching and the plan updates on screen. They take home five pages they’ll read, not a hundred they won’t.
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The week a plan took now fits in an afternoon.
Intake, modeling, and a delivered plan without leaving the workspace or waiting on a rebuild overnight.
- 01Intakeminutes, not an afternoon
Statements become a client profile. You approve every row.
- 02Plananswered in the meeting
Any what if, searched against Monte Carlo in under 30 seconds.
- 03Deliversame day
Five branded pages the client reads, not a hundred they won't.
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See Foundry in under three minutes
Narrated, 2:40. A statement goes in, the plan is modeled live in the meeting, and the client takes home a PDF in your firm's colors.
The deep dive · 16:39Watch a full plan built end to end, uneditedEverything the firm runs on. One login.
Answer the what if while the client is in the room.
Any what if answered in under 30 seconds, while the client is still in the room.
See it liveAsk why a number moved. The Forge walks it back.
Reads the statements, builds the profile, then diffs the years and names the account behind the jump.
See it liveOne deterministic ledger. Every state, every tax.
Change an assumption and the whole ledger recomputes. Same inputs, same numbers, every run.
See it liveTolerance meets capacity. The lower number wins.
Willingness from the client, ability from the plan. The lower number wins, and the page says which.
See it liveThe whole plan in eleven pages, not a hundred.
The decision, not the binder. A full plan in eleven pages, branded and ready to send.
See it liveYour CRM, tasks, and planning in one place.
Meeting prep drafts itself from the client record. Agenda and brief, ready before the call.
See it liveBring 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. Redact the names if you like; the plan builds the same. The data goes in fast and we plan in front of you.