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.
households + contacts
activity log
recurring tasks
one shared record
Tasks
Build a plan on the call
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.
