Financial planning software for Salesforce-first RIAs
If Salesforce is already the operating system for your RIA, planning should not require a second household database.
Salesforce-first RIAs already run households, workflows, and often Financial Services Cloud. Financial Planner is aimed at that stack: native projections in Lightning, planned $600 per user per year at launch, and early access while the AppExchange listing is in coming-soon status.
Planning options for Salesforce-first RIAs
How native Salesforce planning compares to adding another planning portal to the RIA stack.
| Topic | External planning portal | Stratus Financial Planner |
|---|---|---|
| Systems in stack | Custodian + CRM + planner + often a client portal | Custodian + CRM with planning in Salesforce |
| Compliance inventory | Separate vendor, ACL, and data-processor review | Extends existing Salesforce controls |
| Associate workflow | Update CRM and hope the planner syncs | Update the plan where the household already lives |
| Licensing | Vendor-specific per-user or firm pricing | Planned $600 USD / user / year at AppExchange launch |
| Best fit | RIAs needing a consumer-facing planning site | RIAs running Salesforce as the operating system |
The RIA stack problem
Custodian, CRM, planner, portal
Each extra system is training, audit, and reconciliation. Planning is often the leakiest layer.
Associates live in Salesforce
If the plan is elsewhere, junior staff update CRM and hope the planner catches up.
Exam-ready access reviews
Compliance already knows Salesforce users. A second planning ACL is another worksheet.
Built for a Salesforce operating model
One household plan record
Financial Plan, records, insights, and explorers are in the org your RIA already supervises.
Pilot before you re-platform
Request early access or review the documentation while the public AppExchange listing is prepared.
Founded 2009, Salesforce-native ISV
Stratus has shipped native Salesforce apps for data quality, learning, and now wealth planning — not a new CRM overlay company.
What a Salesforce-first RIA keeps
- Planning aligned to how the RIA already works in Salesforce
- Planned per-user pricing published ahead of launch
- Fewer systems in a compliance inventory
Common questions
Is pricing per firm or per user?
Planned pricing is $600 USD per user per year when the listing is public, after a 30-day trial with one fully functional Financial Plan. Contact us for nonprofit discounts.
Do we need Financial Services Cloud?
No, but FSC households are a natural fit. Sales Cloud is also listed as compatible.
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