Drop in the documents. The Forge does the typing.
Advisor asks Forge: “Run the numbers for Cooper & Susan at 65.” Forge runs a Monte Carlo simulation, checks the numbers, and replies: Solved against 1,000 Monte Carlo paths. Retiring at 65 — Years fully funded 46. Ending portfolio $5.43M. Lifetime taxes $4.24M. To heirs $6.31M. Read straight from the engine — no invented numbers.
The Forge builds the client profile, runs the engine, drafts scenarios, and prepares the deck — 58 tools, one conversation. It never states a number it can't trace, and never changes a plan without your sign-off. Drop in brokerage statements, 1099s, wills, and fact-finders — the Forge reads the documents and fills the profile, taking onboarding from hours to minutes. You review what it found.
- 58 tools
- document intake
- approval-gated writes
- full undo
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.