Cash-flow planning · Year-by-year projections of income, spending and assets
✓ Yes · 1 of 1 advisor
Goals-based planning · Plans built around goals, with a probability of reaching each
✓ Yes · 1 of 1 advisor
Monte Carlo · Simulations of many market outcomes
✓ Yes · from their website (source) Live what-if scenarios · Change assumptions with the client and see results right away
✓ Yes · from their website (source) · 1 advisor: 1 yes Tax planning · Multi-year tax projections, Roth conversions, brackets
✓ Yes · from their website (source) · 1 advisor: 1 yes Social Security · When to claim, for one or a couple
Not known yet
Estate planning · Estate flowcharts, transfer and estate tax projections
✓ Yes · 1 of 1 advisor
Insurance & LTC · Life, disability and long-term care needs analysis
✓ Yes · 1 of 1 advisor
Education & 529 · College funding goals and 529 projections
✓ Yes · 1 of 1 advisor
Equity compensation · Stock options, RSUs and ESPP
Not known yet
Account aggregation · Pulls in held-away accounts automatically
✓ Yes · from their website (source) · 1 advisor: 1 yes Client portal · Clients log in to see their plan, accounts and documents
✓ Yes · from their website (source) · 1 advisor: 1 yes AI assistant · Builds plans, answers questions or summarizes with AI
✓ Yes · from their website (source) · 1 advisor: 1 yes Mobile app · A native iOS or Android app
Not known yet
Open API · A documented API for other tools
Not known yet
MCP server · AI assistants like Claude and ChatGPT can use it
Not known yet
