Projections and insights
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.
Want a closer look?
We will show how the actual Financial Planner Salesforce package works end to end.