The whole plan in eleven pages, not a hundred.
The rest of the industry ships a hundred page export nobody reads. Foundry gives the client the decision. Start from a built in template, pull pages in by name from a library of 42, drag them into the order you present, and preview the PDF before anyone else sees it. Each page carries one idea and takes its numbers from the same ledger the plan runs on, so nothing is retyped and nothing goes stale: change an assumption, render again, and the deck is current. Out comes a server rendered PDF in your firm's logo and accent color, disclosures on every page, with the full ledger still queryable underneath for the advisor who has to defend it. The sample below is a complete single scenario plan in eleven pages.
- 42 page types
- template · reorder · preview
- your logo + accent color
- server rendered PDF
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.