Self-directed
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.
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Most tools treat financial planning as a back-office calculator: Data in, PDF out. We rebuilt it as the engine that runs advice across your firm, powered by a proprietary AI expert system that makes every recommendation explainable, consistent and auditable.
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.
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.
The engine builds the plan in minutes, so advisors spend their time on the advice only a person can give.
“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.”
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.
We work with customers like you. RIAs, broker-dealers, banks and credit unions. The model looks different in each — the platform flexes to match.
Headless from day one. Connect our advice engine to the systems your team already works in through MCP.
