Everything a plan needs, built to be driven.
The agent, the tax and estate engine, the solver, and the deliverable — on one cash flow ledger, with a native CRM and tasks. Open any feature for the detail.
Everything 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.
Diffs the years and names the account behind the jump — every figure straight from the ledger.
See it liveStatements in. Accounts out. You approve the merge.
Statements become accounts in minutes — you review and commit every row.
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 liveThe plan your client keeps is five pages, not a hundred.
The decision, not the binder — rendered, branded, and ready the same day.
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.