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