Financial planning software for advisors on Salesforce
Goals-based household planning, cash flow projections, Monte Carlo, and what-if scenarios for advisors who already run client relationships in Salesforce.
Many advisors rekey household detail into a planning portal, then paste summaries back into CRM. Stratus Financial Planner keeps the plan on Financial Plan records in Lightning — so associates, advisors, and compliance reopen the same governed context.
Advisor planning: external portal vs Salesforce-native
How goals-based planning compares when the household record already lives in Salesforce.
| Topic | External planning portal | Stratus Financial Planner |
|---|---|---|
| Advisor workflow | CRM plus separate planning login | Household → Financial Plan in Lightning |
| Cash flow planning | Modeled in the portal database | Lifetime cash flow charts on the plan record |
| Monte Carlo | Run inside the portal product | Monte Carlo explorer after Run Calculation |
| Goals-based what-if | Scenario copies or portal workflows | What-If Simulator on the current plan |
| Data residency | Vendor planning cloud | Salesforce org records |
Why advisors outgrow spreadsheet handoffs
Scenarios lost after the meeting
What-if answers live in portal exports or notes instead of structured results on the Financial Plan record.
CRM and planner disagree
Associates update Salesforce while the planning portal lags — advisors reconcile before every review.
Another login in client conversations
Switching between CRM and a planning portal slows live retirement and cash-flow discussions.
Planning built for advisor meetings
Retirement and cash-flow projections
Run Calculation refreshes plan health, funding gaps, projected net worth, and lifetime cash flow on the plan record.
Monte Carlo retirement planning software
Simulate market paths and review success rates beside baseline projections — without exporting the household.
Goals-based what-if in session
Test retirement age, spending, savings, Roth timing, and education trade-offs in the What-If Simulator.
What advisors keep when planning stays native
- One household plan record for the whole advisory team
- Monte Carlo and cash flow on governed Salesforce data
- Fewer portal exports and duplicate household databases
Common questions
Is this financial planning software for RIAs and wealth teams?
Yes. Financial Planner supports advisor-led planning for RIAs, wealth management teams, and firms on Sales Cloud or Financial Services Cloud that want planning inside Salesforce.
Does it replace dedicated planning platforms?
Not automatically. External planning portals can fit firms that prioritize a client-facing planning destination. Stratus fits Salesforce-first teams that want in-org records, advisor workflow, and reporting — see the architecture comparison guide for fit.
Can advisors run Monte Carlo and retirement projections?
Yes. After Run Calculation, advisors open Monte Carlo, retirement insights, cash flow charts, and specialized explorers on the same Financial Plan record.
Where does planning data live?
On Financial Plan and related records in your Salesforce org. Stratus does not host a separate planning database.
What is the planned price per advisor?
Planned licensing is $600 USD per user per year at AppExchange launch, after a 30-day trial with one Financial Plan.
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