The questions advisors ask first.

Those tools model wealth trajectories. Foundry models cash flow year-by-year. The numbers you actually discuss with a client — Roth conversion dollars, bracket fills, withdrawal sequencing, RMD timing — are primary inputs in Foundry rather than approximations layered on at the end. The Monte Carlo engine runs on the full cash-flow ledger, including taxes, so the failure rates you show clients reflect their real tax drag.

Federal brackets, IRMAA tiers, and Social Security thresholds come from IRS and SSA primary sources and are versioned per tax year. State income tax is computed for all 50 states and DC from per-state brackets, for the current and prior tax year. City and local income taxes are on the roadmap.

Yes. Export is a core feature. You can download every plan, scenario, and event as CSV and PDF for as long as you have the account. There is no export lockout and no last-invoice ransom. If you decide to leave, we will run the final export for you.

Nothing is shared by default. Positions come in through statement and document extraction — you upload the files and Foundry reads them — so there is no outbound connection to a custodian and no client identifiers leave the system. We do not train AI models on your data.

A 45-minute kickoff call. A white-glove importer reads your account statements or a CSV to populate the client profile. We build the first three plans with you live so you can see the engine work with your own numbers. Most firms are running their first client review in Foundry within 10 business days.