Everything a plan needs, built to be driven.
The agent, the tax and estate engine, the solver, and the deliverable, all on one cash flow ledger, with a native CRM and tasks. Open any feature for the detail.
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.