Empower your advisors to answer client questions and model life events across all segments, not just the ultra-high-net-worth. With multiple engagement models through a single tool, advisors can deliver advice based on proven guidance wherever clients engage.
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Clients plan on their own, in your brand, on any device. The engine does the work — and clients of all types get the on-demand plans they’re looking for.
EXPLORE Self-directed
Clients start solo, then bring in an advisor when the stakes rise. Everything they built carries straight into the conversation, so your advisors are always prepared.
EXPLORE Hybrid
The engine builds the plan in minutes, so advisors spend their time on the advice only a person can give.
EXPLORE advisor-led
By giving the context of the financial plan, on top of educating them about their investments, advisors can show they understand their clients' situation. It's an awesome opportunity to bolster clients' confidence and show them a path forward to achieving their financial goals.
Create verifiable, expert plans, answer client questions, and model life events in minutes, not hours.
Planning alone or sitting with an advisor, the same engine computes the plan: Same math, same logic, and the same audit trail. With Strategic Advice Manager® (SAM), there’s no choosing between speed or security.
Meet samRIAs, broker-dealers, banks and credit unions. The model looks different in each — the platform flexes to match.
Get startedHeadless from day one. Connect our advice engine to the systems your team already works in through MCP.
Request DemoSee what one platform looks like built around your firm — any client, any model, one engine.
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