See Foundry in under three minutes.
A statement is read into accounts, the plan is modeled live in the meeting, and the client takes home a PDF in the firm’s colors. Below it, a tour of the whole workspace, then the full plan build: 16:39, unedited.
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Your whole practice, in one workspace.
Your book on Home, a client’s relationship in the CRM, a live what-if in the Solver and the deck it builds. Then a new client, from an intake form on their phone to accounts read from their statements. Skip to any chapter.
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A plan built end to end, nothing cut.
A prospect couple, their child, and four account statements. By the end there is a saved scenario, plan confidence up from 65% to 86%, and a comparison report ready to hand over. Skip to any chapter.
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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. Redact the names if you like; the plan builds the same. The data goes in fast and we plan in front of you.