Financial Planning & Cash Flow
Comprehensive planning with Monte Carlo, client portals, advanced analytics.
Advanced cash flow modelingMonte Carlo simulationsClient portal & vaultTax-aware planning+1 more
Contact for enterprise pricing
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Financial Planning & Cash Flow
9 Tools
Comprehensive financial planning, cash flow modeling, and goals-based planning
All Tools
9 toolsFinancial Planning & Cash Flow
Goals-based planning with visual client presentations and risk tools.
Goals-based frameworkInteractive client presentationsRisk tolerance assessmentInsurance & estate modules+1 more
From $1,295/yr per advisor
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Fast, modern planning with tax strategies and Roth conversion analysis.
Lightning-fast calculationsTax-efficient strategiesRoth conversion analyzerSocial Security optimizer+1 more
From $1,500/yr per advisor
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Client financial vitals dashboard with automated scoring & visualizations.
Financial vitals scoringSavings rate trackingDebt-to-income monitoringNet worth trajectory+2 more
From $99/mo per advisor
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AI-native RIA platform: unified planning, investments, client engagement. Apex partnership.
AI-driven financial planning engineReal-time custodial data layer (Apex AscendOS)Unified planning & investment managementClient engagement automation+4 more
Contact for pricing
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AI-enhanced planning: cash flow, tax, insurance, estate. Cross-border (CA/US).
AI-driven planning insightsCross-border (CA/US) planningCash flow modelingTax optimization strategies+4 more
Contact for pricing
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Comprehensive planning: cash flow, tax, insurance, estate, complex scenarios.
Detailed cash flow modelingTax planning moduleInsurance needs analysisEstate planning tools+2 more
Enterprise / Raymond James
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AI-native CRM with meeting intelligence and workflow automation for advisors
AI-Powered CRMMeeting IntelligenceWorkflow AutomationFinancial Planning Integration+2 more
Contact for pricing
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AI financial planning assistant with gap analysis and compliance checks
Automated Plan CreationClient Data AnalysisGap IdentificationCompliance Checking+1 more
Contact for pricing
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