Plan workspace
Run the household plan where client relationships live
Advisors open a Financial Plan record, run projections, and move between records, insights, and explorers without switching systems or re-entering household data.
One record for the whole household plan
Sticky header, currency context, and navigation keep advisors oriented during live reviews.
Run projections in place
Refresh charts and insights from the plan workspace — no export or second login.
Share and clone across the team
Collaborative planning stays inside Salesforce permissions and sharing.
Jump to any planning view
Records, insights, explorers, and preferences from one collapsible nav.
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.