Foundry Planning
$166 a month
Year-by-year cash-flow engine · Federal, state, and estate tax modeling · 1,000-path Monte Carlo · AI document import · Built-in CRM and tasks · Unlimited clients per advisor
Checked 20 Sep 2026
Year-by-year cash-flow engine · Federal, state, and estate tax modeling · 1,000-path Monte Carlo · AI document import · Built-in CRM and tasks · Unlimited clients per advisor
Checked 20 Sep 2026