Planning infrastructure for advisors who do the actual work.
Advisor Tools brings meeting prep, tax strategy, retirement income design, estate analysis, research context, and client-ready outputs into one advisor-grade workspace.
Workspace
Advisor Tools
Analyze
Multi-Year Tax Projection
Identify Roth conversion room, IRMAA pressure, RMD timing, and bracket-management opportunities in one recommendation frame.
Next action
Review conversion window
Opportunity profile
Tax alphaReal planning logic
Decision engines and planning flows built from real advisor meeting pressure, not generic templates.
Compliance-first outputs
Methodology, planning notes, and print-ready framing built into the workflow instead of added later.
No client PII stored
Calculations run in-browser so the work stays fast, private, and operationally clean.
Current law models
Rules reflect current planning law and guidance so advisors can work from today’s reality.
Workflow spine
Reframe the work around what advisors actually have to do.
The platform is organized around real advisory flow: get ready, run the analysis, and deliver something useful. The tool inventory is still there — it just stops getting in the way.
Prepare
Surface planning opportunities, prioritize risks, and start with the right toolchain instead of digging through tabs.
Analyze
Run tax, retirement, estate, insurance, and scenario analysis inside one advisor-grade operating system.
Deliver
Turn analysis into outputs the client, the advisor, and the compliance file can all live with.
Platform coverage
Every planning domain. One operating system.
Tax planning, retirement income, estate strategy, insurance analysis, client operations, and research context all live behind a cleaner workflow-first front door.
Platform proof
Built by practice pressure, not product theory.
This is meant to feel like a premium advisor operating system: high trust, low noise, and fast enough to support real planning work in motion.
Built by a CFP®, under real practice pressure
The system exists because a practicing advisor needed faster ways to prepare, analyze, and deliver planning work.
One workspace instead of a spreadsheet stack
Tax, retirement, estate, insurance, market context, and workflow outputs live in one operating system.
Advisor-grade trust by default
No client PII storage, compliance-aware framing, and output patterns designed for real-world advisory use.
Fast enough for live planning work
The goal is not decorative software. The goal is faster decisions, clearer recommendations, and fewer broken handoffs.
Multi-Year Tax Projection
Ten-year tax mapping with bracket fill logic, RMD modeling, IRMAA pressure, and Roth conversion opportunity detection.
Planning Decision Engine
Prioritized recommendations across tax, income, estate, insurance, and cash-flow decisions using deterministic planning logic.
Beneficiary Review & Titling Audit
Catch estate, SECURE Act, spousal, and stale-designation issues before they become painful client conversations.
Withdrawal Sequencing
Compare sequencing strategies, tax drag, IRMAA pressure, and account depletion paths in one recommendation frame.
Frequently asked
Questions advisors ask before they trust the workflow.
Replace fragmented planning with one premium workspace.
Built for independent advisors and planning-led firms that want faster analysis, cleaner deliverables, and a front-end experience that feels worthy of the work itself.