A file for every client
Add each client and work in their own isolated plan. Nothing bleeds between clients, and everything auto-saves to their file.
Import in seconds
Paste a client’s data or upload a spreadsheet, PDF, or a photo of a handwritten sheet — AI fills the fields for you to review.
Client intake forms
Send a client a private link to fill in their income and tax details before your meeting. Their answers flow straight into their file.
Branded client reports
Download a clean, one-click plan for the client — with your name on it — showing the recommended conversions, the lifetime taxes saved, the tax-free growth, and the bigger legacy left to heirs.
The full optimizer
Every tier includes Deep Search, the year-by-year plan, Social Security timing, and the conversion-tax worksheet — no feature gates.
Private by design
Each advisor gets their own seat and their own clients. No shared logins — your clients’ numbers stay yours.