Pricing
One Salesforce-native financial planning package
Pilot the managed package with the app home, financial plan workspace, projection orchestration, insight dashboards, explorers, import/export, and admin setup.
Managed package pilot
Custom
implementation and licensing scoped to your Salesforce org
Scope the package around the app home, plan creation, financial records, projections, insights, explorers, import/export, and security-review requirements for your practice.
Everything included
Package map from the inspected source
The list below follows the real Salesforce package areas rather than a generic planning-site feature list.
Included
App home and setup
- Financial Planner console app Lightning console app with a Financial Plans tab and custom app home. Included
- Import Plan Upload/import entry point from the app home. Included
- Create New Financial Plan Path-style modal for Plan Basics, Owners & Ages, Withdrawal, Tax Context, and Review. Included
- Plan card grid Search, sort, count, open, and create plans from the home screen. Included
Plan workspace
- Sticky app header Hamburger/collapse control, editable plan name, currency badge, clone, and sharing actions. Included
- Collapsible navigation Desktop sidebar, mini rail, and mobile drawer for My Plan, Insights, Explorers, and Preferences. Included
- Projection orchestration Run, poll, block, refresh, and show run-history state while projections update. Included
- Import/Export and Run History Preferences area includes plan settings, import/export, and orchestration run history. Included
My Financial Records
- Age Assumptions Retirement and longevity dates used by the plan. Included
- Accounts, assets, real estate Financial Account, Financial Asset, and Financial Real Estate records. Included
- Income, debt, expenses, healthcare Financial Income, Financial Debts, Financial Expenses, and healthcare inputs. Included
- Money Flows Recurring contributions, withdrawals, employer match, and other financial money flows. Included
Insights and projections
- Plan health Funding gaps, first deficit year, largest deficit, and unresolved purchase checks. Included
- Projected net worth Milestone cards and charted net-worth projection. Included
- Retirement cash flow Average income, average expenses, cash flow, and charted retirement data. Included
- Metric Watchlist Debt ratio, tax rate, IRMAA, surviving-spouse income, housing expense, and Roth opportunity metrics. Included
Explorers
- Monte Carlo Simulation page and overview banner for retirement success probability. Included
- What-If Simulator and Market Risk Explorer Dedicated analysis pages for plan sensitivity and market-risk questions. Included
- Debt Payoff Explorer Debt ratio, lifetime interest, and debt freedom analysis. Included
- Social Security, Roth, CPP/OAS Jurisdiction-aware explorers for US and Canada planning workflows. Included
Security and package data
- FinPlan Admin/User permission sets Packaged access model for administrators and financial-planning users. Included
- Explicit access-level DML USER_MODE user paths and SYSTEM_MODE post-install seed paths are separated. Included
- Reference tax data importers Federal, state, FICA, IRMAA, standard deduction, contribution limit, Canada tax, and lifetime tables. Included
- Projection JSON storage Financial Projections JSON records and orchestration run observability support dashboard refreshes. Included