Foundry Planning Information

Foundry Planning is cash-flow financial planning software for independent RIAs and fee-only firms. Most planning tools are built for the quarterly review or the annual deliverable. The conversation you have with clients runs longer than that — and it happens live, with the client in the room. Foundry is built for that conversation. One engine runs every number. A true cash-flow ledger sits underneath federal and state tax (federal + 19 states), Social Security, estate, and 1,000-path Monte Carlo — recalculated on every keystroke. No tab-switching between modules, no silent approximations. When a client asks what happens if they retire two years later, the answer is on the screen in front of them. AI handles the intake. It reads statements, tax returns, and meeting notes and fills the client profile in minutes instead of hours. Less data entry, better plans.