Household records
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.
Want a closer look?
We will show how the actual Financial Planner Salesforce package works end to end.