Unique Wisdom. Expert Advice.
Our intuitive software helps you visually summarize accounts, highlight tax opportunities, and showcase retirement savings strategies — making it easier to
win and retain clients.
Our unified platform equips advisors with the most advanced planning tools to deliver unparalleled value to their clients.
Unlock Your Potential
Retirement Planning
Build personalized retirement plans that adapt to life’s changes and give clients lasting confidence.
Enriched Financial Planning
Why FinanceGeeks
Real People, Real Results
Become an Expert Overnight
Clients get worn down by 40 pages of implementation and data. They need succinct, actionable items that won’t paralyze them. They want results, and our tax and investment planning software delivers. With real-time assumption adjustments, advisors can tailor strategies on the spot, giving clients what they truly value: professional advice they can follow.
Our team of CPAs and advisors built tools for the advisory and CPA community to ensure clients aren’t commoditized but have their interests and goals prioritized. Every client is different, so our editable action plans are flexible and personalized. You can update any plan as your client’s needs change, delivering customized advice that reflects their unique situation.
Our software is simple to use, making it easy to turn ideas into action. You can quickly adjust assumptions during a client meeting or generate a clear, professional report to share afterward. Whether you upload a tax return or input data on the fly, the platform is built for speed, flexibility, and meaningful
client engagement.
Hear From Our Clients
"I created a report and was able to immediately show the client how we were going to save taxes, but create an investment plan that lowered their taxes today and for their heirs. The client signed that day."
Kurtis Ternet, EA
"I used the Tax Planning Analysis and showed my client how to save $45,000 or more in taxes and we not only opened his accounts to implement the strategy, but by weeks end, he referred 3 more clients who also opened accounts. The software helped me close over $2M in one week."
John Rosebrough, CFA
"We used the software to create a clear tax withdrawal strategy that really helped our client understand their options. It played a big role in landing a multi-million dollar client who felt confident about the plan. Being able to quickly run different scenarios made all the difference."
Anonymous, CPA