Foundry Planning is on the Kitces AdvisorTech Map.
Foundry Planning has been added to the Kitces AdvisorTech Map, in the financial planning category. Michael Kitces shared the latest version on LinkedIn, and the full map is on Kitces.com.
What the map is
The Financial AdvisorTech Solutions Map is one chart of the software independent advisors use to run a practice. It is sorted by the job each product does: financial planning, investment management, sales and marketing, client engagement, operations, and a section for AI tools. Every logo links to the company behind it. Kitces publishes it with Craig Iskowitz of Ezra Group and updates it as the market changes. The latest update shipped alongside a beta of a searchable AdvisorTech Directory.
What a listing means
Our neighbors in the financial planning category are eMoney, RightCapital, and the rest of the planning software advisors already know.
A listing is not a review or a ranking. It says Foundry is a real product doing the job its category describes.
That matters to us for a practical reason. Choosing planning software is a multi-year decision, and a fair first question about a newer vendor is whether anyone outside the company has looked at it. The map is part of that answer. The rest of it is the product, which you can see for yourself.
If the map brought you here
Foundry Planning is financial planning software for independent RIAs and fee only firms. In short:
- Statements in, profile out. Drop in the client's statements and the profile builds in minutes, not an afternoon.
- One engine. Federal and state tax for every state plus DC, Social Security, estate, and Monte Carlo all run on the same projection.
- Live in the meeting. The Solver searches any what if against Monte Carlo in under 30 seconds, so the plan changes with the client watching.
- A plan they read. Clients take home five pages, not a hundred.
- One price. $199 per advisor per month, or $1,990 a year. Everything included, with a 14 day trial.
Three places to start:
- Watch a plan built live. The narrated showcase runs 2:40.
- Read the side by side comparisons against eMoney, MoneyGuidePro, and RightCapital.
- See pricing and start a trial on a real household.
Thank you to Michael Kitces, Craig Iskowitz, and the Kitces.com team for keeping the map current. It is a public service to the profession, and we're glad to be on it.
Working notes on planning, written for the people who do the work. If there's a planning conversation you'd like covered, support@foundryplanning.com.