Phase 1 · Foundation
Cash-flow financial planning, modernized for the AI era.
The familiar workflow of RightCapital, rebuilt with a left-side workspace, household-first data, and an AI advisor on the way. Built for independent advisors and the clients they serve.
Household-first
Profile, members, dependents, and key planning dates in one place.
Advisor & client portals
Separate logins with role-based access. Clients see only what they should.
AI advisor (Phase 8)
Ask questions and model scenarios with an AI fluent in the household plan.