Household financial planning — without leaving Salesforce
Financial Planner runs entirely on the Salesforce platform. Collect household records, run projections, and review insights and explorers in the same workspace as your client data — no external planning portal, nothing to sync, your data never leaves Salesforce.
100% Salesforce-native. Planning, projections, and explorers — all inside your org.
- Screenshots and demo flows use the actual managed package UI: app home, setup modal, plan workspace, and explorers.
- Package evidence is surfaced from the inspected managed package contents; AppExchange install URL is not claimed until verified.
- Guided setup and documentation are available for evaluator walkthroughs. Open docs
A Salesforce planning workstation, not a generic goals page
The source package centers on plan setup, financial records, projection orchestration, dashboards, insights, and specialized explorers.
A Lightning console app with a Financial Plans tab and a custom app home for plan search, import, creation, and opening active plans.
Create New Financial Plan walks through Plan Basics, Owners & Ages, Withdrawal, Tax Context, and Review.
Age assumptions, accounts, assets, real estate, income, debts, expenses, healthcare, and money flows stay in Salesforce records.
Projection runs generate dashboard data, refresh charts, and expose run history without leaving the plan workspace.
Native planning depth — without a second system
Household records, projection results, tax outcomes, and Monte Carlo runs stay in your org — no external planning portal, no middleware, and no copied client data.
Collect inputs, run the projection engine, read dashboards, and open explorers without leaving Lightning Experience.
Show funding gaps, first deficit year, largest deficit, unresolved purchases, and required setup items before relying on projections.
Current net wealth, projected net worth, retirement cash flow, metric watchlist, and tax/IRMAA views render from package data.
Monte Carlo, What-If Simulator, Market Risk, Debt Payoff, Social Security, Roth, and CPP/OAS explorers support deeper analysis.
No external portal — everything stays on-platform
Financial Planner is a managed Salesforce application with concrete objects, navigation pages, charts, modals, and Apex services — not a generic goals page or a separate planning tool you sync back into CRM.
Plan creation starts with real required data
The modal starts with a named Financial Plan, then owners and ages, withdrawal assumptions, tax context, and review.
Records drive the charts
The dashboards are downstream of Salesforce objects for assets, accounts, income, debt, expenses, healthcare, money flows, and projection JSON.
Projections are orchestrated
The app tracks orchestration status, blocks navigation during updates, refreshes DTO-backed charts, and exposes run history.
Walk through Create New Financial Plan
An interactive guided demo of the five-step plan setup — Plan Basics, Owners & Ages, Withdrawal, Tax Context, and Review — with coach overlays on the real app UI.
Open a Financial Plan record workspace
A sticky plan header, currency badge, clone/share actions, and collapsible navigation organize every planning page inside one Salesforce record experience.
Sticky app header
Hamburger/collapse control, editable plan name, currency badge, clone, and sharing actions.
Collapsible navigation
Desktop sidebar, mini rail, and mobile drawer for My Plan, Insights, Explorers, and Preferences.
Projection orchestration
Run, poll, block, refresh, and show run-history state while projections update.
Import/Export and Run History
Preferences area includes plan settings, import/export, and orchestration run history.
Collect the records that drive projections
Financial Planner models age assumptions, accounts and assets, home and real estate, income, debt, expenses and healthcare, and money flows as Salesforce data.
Age Assumptions
Retirement and longevity dates used by the plan.
Accounts, assets, real estate
Financial Account, Financial Asset, and Financial Real Estate records.
Income, debt, expenses, healthcare
Financial Income, Financial Debts, Financial Expenses, and healthcare inputs.
Money Flows
Recurring contributions, withdrawals, employer match, and other financial money flows.
Review projections, health, and retirement readiness
The overview and insights pages show current net wealth, plan health, projected net worth, retirement cash flow, taxes, IRMAA, savings, income, withdrawals, and surplus-gap analysis.
Plan health
Funding gaps, first deficit year, largest deficit, and unresolved purchase checks.
Projected net worth
Milestone cards and charted net-worth projection.
Retirement cash flow
Average income, average expenses, cash flow, and charted retirement data.
Metric Watchlist
Debt ratio, tax rate, IRMAA, surviving-spouse income, housing expense, and Roth opportunity metrics.
Use dedicated explorers for deeper planning questions
Monte Carlo, What-If Simulator, Market Risk Explorer, Debt Payoff Explorer, Social Security Explorer, Roth Explorer, and CPP/OAS Explorer are first-class pages in the app navigation.
Monte Carlo
Simulation page and overview banner for retirement success probability.
What-If Simulator and Market Risk Explorer
Dedicated analysis pages for plan sensitivity and market-risk questions.
Debt Payoff Explorer
Debt ratio, lifetime interest, and debt freedom analysis.
Social Security, Roth, CPP/OAS
Jurisdiction-aware explorers for US and Canada planning workflows.
The package is the product map
The inspected package includes the Financial Planner console app, financial plan object model, Lightning components, Apex services, permission sets, post-install seeding, projection storage, and reference tax data.
Schedule a demo to see the actual app
We will walk through the app home, plan workspace, record entry, projections, insights, explorers, import/export, and run history.
- Demo uses the Salesforce UI and package screens, not generic mock goals pages.
- Evaluator docs and guided setup are available before a pilot. Docs
- We can align pilot scope around household records, assumptions, projections, insights, and rollout support.