Foundry Planning review
Tax modeling, AI document import, and client tools come at an annual-billed price.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
For advisors and independent RIAs, Foundry Planning brings cash-flow projections, tax planning, scenario analysis, and client management into one web-based product. Its planning engine covers year-by-year cash flow, federal, state, and estate taxes, Social Security, investments, and insurance. Advisors can also model client risk profiles, generate branded reports, and provide clients with portal access to linked accounts and documents. The feature mix is aimed at firms that want planning and day-to-day client work together, rather than a tool focused only on projections.
Tax analysis and scenario work are central strengths. The product includes a solver, scenario comparison, and a 1,000-path Monte Carlo simulation, alongside federal, state, and estate tax modeling. AI document import supports statements, tax returns, wills, and fact finders, which can help bring client information into the planning process. For ongoing client service, built-in CRM features include tasks, notes, and an activity log; client-facing options include branded PDF reports and a document vault. Orion, Plaid, and Azure OpenAI are listed integrations, so firms should consider whether those connections fit their existing setup.
The listed Foundry Planning plan costs $166 per advisor per month when billed annually, and supports unlimited clients per advisor. A 14-day trial is available, but it requires a payment card and converts to a paid subscription unless canceled. That makes it worth evaluating the workflow during the trial, particularly document import, account linking, and report delivery. Advisors who want tax modeling, scenario depth, and client tools in one product may find the scope a fit; firms seeking a free plan or a platform beyond web should look elsewhere.
Foundry Planning pros and cons
- Where it wins
- Models year-by-year cash flow and federal, state, and estate taxes
- Imports statements, tax returns, wills, and fact finders with AI
- Combines CRM tools, branded reports, and a client portal
- Where it doesn't
- No free plan; the 14-day trial requires a payment card
- Trial converts to a paid subscription unless canceled
- Web is the only listed platform
Foundry Planning fact sheet, pricing and score →
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