Financial Planning Analyzer
The FPA back office for advisor-led planning.
Keep client profiles, assumptions, saved outputs, assignments, and advisor administration in one role-scoped workflow.
Advisor workflow
Profiles become the operating record for the planning conversation.
FPA gives institutions, carriers, and MGAs a controlled place to manage profile ownership, planning status, client assumptions, and the outputs advisors create in connected tools.
Promo video
A focused tour of the FPA module.
See the profile directory, client record, tool launch context, saved planning outputs, and administrative review flow in a single FPA-focused walkthrough.
What it coordinates
Built around the work back-office teams actually manage.
Product demo
See FPA with your own planning workflow in mind.
Tell us which profile workflows, advisor roles, or administrative capabilities you want to see in a focused product demo.