One dashboard for every household.
See every household you serve on one screen, open any of them, and build a plan in about 30 minutes instead of an afternoon.
Built for the way advisors work
- Every household at a glance. Net worth, investment net worth, what the plan needs each month, and whether cash flow, retirement and estate are confirmed.
- One shared view. You and your client look at the same numbers. Nothing lives in a spreadsheet only you can open.
- Explainable by design. Plan X is deterministic, so you can walk a client through every figure instead of defending a simulation.
- Invite-only. You create the household and invite the client. There is no open signup.
Request early access
Early-access requests open shortly. Phone and email coming soon. Plan X launches shortly.