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Plan Smarter, Not Harder
Deliver clear, actionable data for every part of your clients’ financial plans, from taxes to retirement to insurance.
How It Works
Upload Once. Save Hours.
Quickly import your client’s financial documents into FinanceGeeks and let the platform handle the analysis.
Receive Rapid, Expert Analysis.
Access key data summaries and intelligent insights in minutes. Built by financial experts, our algorithms surface risks, reveal opportunities, and ensure you're fully equipped for every conversation.
Empower Clients With Meaningful Insights.
Use the analysis and tailored deliverables to guide your clients with confidence, showing your value in every area of their financial lives.
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Upload Once. Save Hours.
Quickly import your client’s financial documents into FinanceGeeks and let the platform handle the analysis.
1
Receive Rapid, Expert Analysis.
Access key data summaries and intelligent insights in minutes. Built by financial experts, our algorithms surface risks, reveal opportunities, and ensure you're fully equipped for every conversation.
2
Empower Clients With
Meaningful Insights.
Use the analysis and tailored deliverables to guide your clients with confidence, showing your value in every area of their financial lives.
3
Tax Planning
Uncover hidden tax-saving opportunities—fast.
Tax planning doesn’t have to be a headache. With FinanceGeeks, you can turn dense tax returns into clear, actionable insights in just seconds. We surface the strategies that can lower your clients’ lifetime tax bill—so they can make confident, future-focused decisions.
Instantly break down marginal tax brackets and highlight key state-specific insights.
Explore "what if" strategies and forecast next season’s tax outcomes with easy-to-understand visuals.
Give clients a guided, interactive explanation of how their taxes work—and why it matters.
Tax Snapshot
Scenario Builder
Instantly break down marginal tax brackets and highlight key state-specific insights.
Tax Clarity Tool
Explore "what if" strategies and forecast next season’s tax outcomes with easy-to-understand visuals.
Give clients a guided, interactive explanation of how their taxes work—and why it matters.
Retirement Planning
Turn goals into game plans.
See how savings, investments, and income streams align with long-term goals—across different life stages.
Test drive multiple retirement paths—adjust timelines, spending habits, and contribution levels to see real-time impact.
Give clients a guided, interactive explanation of how their taxes work—and why it matters.
Retirement is more than a finish line—it’s a phase that deserves smart, strategic planning. FinanceGeeks makes it simple to map out the future by transforming numbers into clear direction. Give your clients confidence in their timeline, lifestyle, and legacy.
Personalized Outlook
What-If Explorer
Clarity Guide
See how savings, investments, and income streams align with long-term goals—across different life stages.
Test drive multiple retirement paths—adjust timelines, spending habits, and contribution levels to see real-time impact.
Give clients a guided, interactive explanation of how their taxes work—and why it matters.
Move beyond charts—tell the real story.
Performance reports should do more than show returns. FinanceGeeks transforms raw data into insights that matter, helping your clients understand not just how their portfolio is doing—but why it matters and where it’s headed.
Insight-Driven Reporting
Highlight portfolio performance across timeframes, asset classes, and benchmarks—with clarity and context.
Uncover patterns, shifts, and anomalies with easy-to-digest visuals that help clients stay informed and confident.
Break down the numbers into meaningful takeaways that spark better conversations and smarter decisions.
Performance Reporting
Trend Translator
Client Friendly Summaries
Highlight portfolio performance across timeframes, asset classes, and benchmarks—with clarity and context.
Uncover patterns, shifts, and anomalies with easy-to-digest visuals that help clients stay informed and confident.
Break down the numbers into meaningful takeaways that spark better conversations and smarter decisions.
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