What the household owns, and what happens to it next.
Retirement, estate and portfolio planning across a household's accounts: allocation and tax lots, decumulation and required minimum distributions, Roth conversion analysis and Monte-Carlo projection, alongside the estate documents and trusts that carry it forward. Every figure is computed on this machine.
Accounts, lots and property across generations, not one account at a time.
Decumulation that knows what a sale costs, with RMD schedules and Roth conversion analysis.
Monte-Carlo retirement modelling where the inputs are on screen, not buried.
Wills, trusts and directives kept with the numbers they depend on.
What each tier unlocks, generated from the same catalogue the application gates against — so the feature list here is exactly what the software enforces. Pricing is announced at launch.
| Plan | Price | Includes |
|---|---|---|
| Free | Included |
|
| Personal | At launch |
|
| Adviser | At launch |
|
| Founding licence | At launch |
|