Freedom251 › Financial Planning Software
Foundry Planning
What Foundry Planning is
Foundry Planning is web-based financial planning software built around a year-by-year cash-flow engine. It supports goal planning, tax planning, scenario analysis, insurance planning, and investment planning. Tax modeling covers federal, state, and estate considerations, while a 1,000-path Monte Carlo feature supports examining financial scenarios. The software also includes AI document import, a built-in CRM, tasks, and a client portal. Its listed Foundry Planning plan includes unlimited clients per advisor. The service is paid, with pricing from $166/mo when billed annually, and a 14-day trial is available. There is no free plan. The single listed plan costs $166 a month, billed annually. Foundry Planning runs on the web and combines advisor planning work with client access and task management. Its listed tools cover projections, tax and scenario work, insurance and investment planning, document intake, client records, and a portal in one service.
Who it suits
Foundry Planning suits financial advisors who need cash-flow projections alongside tax, scenario, insurance, and investment planning. It also fits advisors wanting CRM, tasks, unlimited clients, and a client portal.
What it does well
- Year-by-year cash-flow engine
- Federal, state, and estate tax modeling
- 1,000-path Monte Carlo analysis
- Unlimited clients per advisor
- Built-in CRM and client portal
What to know first
- No free plan
- Web access only
- $166/mo billed annually
- 14-day trial is the only trial period listed
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Foundry Planning | billed annually · Year-by-year cash-flow engine · Federal, state, and estate tax modeling · 1,000-path Monte Carlo · AI document import · Built-in CRM and tasks · Unlimited clients per advisor | $166 a month |
As foundryplanning.com lists them, read 20 Sept 2026. The maker's own page has the final word.
Verdict
Foundry Planning combines broad financial planning models with CRM, tasks, document import, and client access. The annual paid plan and web-only delivery are important considerations for advisors.
Where Foundry Planning stands on Freedom251
- Financial Planning Software#33 of 34