The planning workspace for advisors
Build better client plans in a fraction of the time.Financial planning software for independent RIAs and fee-only firms.
Foundry turns client data into a finished plan — cash flow, tax, investments, and estate — with AI workflows doing the busywork. Simple retirement case or complex estate, it’s one workspace.
- Client intake
- Minutesvs. hours
- Tax coverage
- Federal+ 50 states + estate
- Monte Carlo
- 1,000paths · sub-second
actual product · client intake
foundryplanning.com/clients/cooper-susan/intake
live · reading documents
Client Intake: Cooper & Susan Hewitt
3 documents · building profile
PDF
Schwab_Statement_Q4.pdf1.8 MB
Reading… 8 of 12 accounts
1040.pdfFact-finder.pdf
Client profile · auto-filled
HouseholdCooper & Susan Hewitt
Schwab Brokerage ····4821$1.24M
Fidelity 401(k)$610K
Roth IRA$180K
Beneficiaries2 found
Filing · MFJ · OHreading…
Profile built4 min0 fields typed by hand
Build a plan on the call
Bring a real client. We’ll build their plan on the call.
A live Zoom session where we build a working plan together. Bring a brokerage statement, a tax return, or a list of constraints. The data goes in fast and we plan in front of you.
Call duration
~30 min
Preparation
Zero
Cost
Free