Your CRM, tasks, and planning in one place.
Foundry isn't a planning engine bolted onto someone else's CRM. Every household, contact, account, and document lives in one record with a running activity log. Assign follow ups with due dates, priorities, and assignees, and recur the things that repeat, firm wide or pinned to a household. Your whole team works from the same client record. Before each meeting, Foundry drafts the prep straight from that record: a client ready agenda with the portfolio at a glance, and an internal brief that pulls together the briefing, open tasks, talking points, and the questions to ask.
- households + contacts
- activity log
- recurring tasks
- meeting prep docs
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.