Salesforce-native financial planning software for advisors
Stratus Financial Planner is financial planning software for advisors and Salesforce-first RIAs — household plans, retirement projections, Monte Carlo, cash flow, and what-if scenarios on governed Salesforce records. No external planning portal. No duplicate data. No sync risk.
100% Salesforce-native. Founded 2009. Planning data never leaves your org.
- Passed Salesforce AppExchange security review.
- Stratus Cloud Solutions has built Salesforce-native apps since 2009.
- Documentation is available for evaluator walkthroughs. Open docs
Sample household data for illustration only — not a client record.
Decisions advisors explore — and the results they review
Financial Planner connects planning questions to projection-backed views inside Salesforce.
Can this household retire earlier?
In Salesforce Retirement cash flow, first deficit year, and plan health update on the Financial Plan insights page.
Is the plan on track?
In Salesforce Monte Carlo shows probability of success and an ending-balance distribution after a baseline projection run.
How big is the funding gap?
In Salesforce Plan health surfaces total funding gap, first deficit year, largest shortfall, and unresolved goals on the plan record.
Should we adjust savings, spending, or education funding?
In Salesforce Cash flow charts, surplus-gap analysis, and what-if controls model savings, spending, and education trade-offs in session.
When should we claim Social Security or CPP/OAS?
In Salesforce Claiming-strategy cards compare benefit timing for US and Canadian households without exporting the plan.
Does a Roth conversion make sense this year?
In Salesforce Roth explorer and the metric watchlist connect conversion timing to tax rate, IRMAA, and projected balances.
Sample household data for illustration only — not a client record.
Why planning data belongs in Salesforce
Financial Planner turns planning inputs and projection results into governed Salesforce data — so wealth teams plan, review, and act without a second system.
Household goals, funding gaps, retirement readiness, education needs, income, expenses, assets, debt, and assumptions stay in Salesforce — not a vendor planning database.
Open plans from the same system where relationships, tasks, meetings, and service workflows already live.
Leadership can filter households by funding gaps, education goals, retirement risk, rollover opportunities, Roth opportunities, or debt pressure.
Salesforce admins and compliance teams keep permissions, sharing, auditability, and data residency controls you already operate.
No external planning database, duplicate entry, middleware sync, or copied sensitive client data.
Sample household data for illustration only — not a client record.
Built for Salesforce-first wealth teams
Financial Planner is wealth management financial planning software for firms that already run households, tasks, and supervision in Salesforce.
Salesforce-first RIAs that want retirement projections, cash flow, and goals-based planning on governed household records — without adding another planning database to the stack.
Advisory, service, and marketing teams that need plan health, funding gaps, and explorer results in Salesforce reports, list views, and review workflows.
Teams evaluating a managed package that extends permission sets, sharing, and FSC household navigation — not middleware sync to an external planning vendor.
Reviewers comparing data residency, access models, and vendor inventory when planning records should stay in the Salesforce org you already supervise.
Start with the Financial Planner overview, then explore capability pages for retirement planning, Monte Carlo, and tax-aware projections.
How Stratus compares with external planning platforms
These guides describe architecture and fit — not feature checklists or competitor rankings. Match the planning model to how your firm already works in Salesforce.
Architecture-first guide for data home, workflow, reporting, and compliance inventory.
Read the guide Financial planning software for advisorsGoals-based planning, cash flow, Monte Carlo, and what-if scenarios on Salesforce records.
Read the guide Financial planning software for Salesforce-first RIAsWhen Salesforce is already the operating system for your RIA stack.
Read the guideRun the household plan where client relationships live
Advisors open a Financial Plan record, run projections, and move between records, insights, and explorers without switching systems or re-entering household data.
One record for the whole household plan
Sticky header, currency context, and navigation keep advisors oriented during live reviews.
Run projections in place
Refresh charts and insights from the plan workspace — no export or second login.
Share and clone across the team
Collaborative planning stays inside Salesforce permissions and sharing.
Jump to any planning view
Records, insights, explorers, and preferences from one collapsible nav.
Sample household data for illustration only — not a client record.
Capture the household once — projections read from Salesforce
Link household Contacts, enter accounts and cash flows, and model education and real estate as governed Salesforce data — not a duplicate planning database.
Household Contacts as plan owners
Joint plans tie to the relationships your team already manages in CRM.
Accounts, income, and expenses
Financial records stay on the plan — ready for projections and client review.
Education and real estate goals
Model major goals alongside retirement and cash-flow assumptions.
Import or enter once
No retyping household detail into an external planning portal.
Sample household data for illustration only — not a client record.
See plan health, funding gaps, and retirement readiness
Projection-backed dashboards show whether the household is on track, where gaps appear, and how cash flow, taxes, and balances evolve — on the plan record advisors open in review meetings.
Plan health and funding gaps
Surface first deficit year, largest shortfall, and unresolved goals before the conversation.
Projected net worth and cash flow
Charts and milestone cards advisors can walk through with clients.
Tax and IRMAA watchlist
Track rate, IRMAA exposure, and Roth opportunities alongside retirement income.
Surplus and gap analysis
Connect savings, spending, and withdrawal decisions to projected outcomes.
Sample household data for illustration only — not a client record.
Answer deeper what-if questions in the plan
Monte Carlo, claiming strategies, Roth timing, market risk, and debt payoff explorers run on the same household data — so advisors explore scenarios without leaving Salesforce.
Debt Payoff Explorer
Debt ratio, lifetime interest, payment strategies, and debt-freedom dates on-plan.
Monte Carlo success rate
Retirement probability and ending-balance distribution after a baseline run.
What-if and market risk
Adjust savings, retirement age, spending, and return assumptions in session.
Social Security and CPP/OAS
Claiming-strategy cards for US and Canadian households.
Sample household data for illustration only — not a client record.
Sample household data for illustration only — not a client record.
Sample household data for illustration only — not a client record.
Planning data protected by Salesforce Trust
Financial Planner is a managed Salesforce package. Sensitive household data inherits the platform controls your IT and compliance teams already govern.
Household records, projections, and explorer results never leave Salesforce.
Packaged FinPlan permission sets sit on profiles, sharing, and field-level security you already run.
Advisors sign in with the SSO and MFA your org requires — no separate planning login.
Financial Planner has passed Salesforce's required AppExchange security review.
Common questions about Salesforce-native planning
Answers for advisors, operations, and evaluators comparing Stratus with external planning platforms.
Is Stratus Financial Planner Salesforce-native?
Yes. It is a managed package with Lightning pages, custom objects, Apex services, and permission sets that run in your org. Planning data is not copied to a Stratus-hosted planning portal.
How does this compare with external planning platforms?
Dedicated planning platforms can be strong when a client-facing planning destination is central to your model. Stratus is for Salesforce-first firms that want planning records, projections, and reporting inside the org they already govern. See the architecture comparison guide for fit — not feature checklists.
Does Financial Planner work with Financial Services Cloud?
Yes. FSC households are a natural fit, and the AppExchange listing also lists Sales Cloud compatibility. Advisors open Financial Plan records from the relationship context they already navigate.
Where does client planning data live?
On Financial Plan and related records in your Salesforce org — the same residency boundary as CRM and FSC data. Stratus does not host a separate planning database.
What is the planned pricing?
Planned licensing is $600 USD per user per year when the AppExchange listing is public, after a 30-day trial with one fully functional Financial Plan. Request early access while the listing is in coming-soon status.
Does it include Monte Carlo and retirement projections?
Yes. After a baseline Run Calculation, advisors can open Monte Carlo, retirement cash flow, plan health, funding gaps, and specialized explorers — including What-If, debt payoff, Social Security, Roth, and CPP/OAS — on the same Financial Plan record.
How long does implementation take?
Install the managed package, assign FinPlan permission sets, and map FSC household navigation if needed. Most teams start with documentation and a pilot Financial Plan; full rollout depends on your org design and training plan.
Is a client portal included?
Financial Planner is an advisor workstation inside Salesforce — not a standalone client login product. Firms that need a polished client-facing planning site may still choose a dedicated portal; Stratus is aimed at advisor workflow and in-org intelligence.
See Financial Planner in your Salesforce workflow
Request early access to evaluate household records, projections, insights, and explorers before the public AppExchange listing goes live.
- Public AppExchange listing coming soon — request early access to pilot in your org.
- Passed Salesforce AppExchange security review.
- Stratus Cloud Solutions has built Salesforce-native apps since 2009.
- Documentation is available for evaluator walkthroughs. Open docs