Let us help you tell the story.
Financial Story Plan™ is in free Beta for independent advisors and RIAs — and the Beta is open, so you can start free right now. Got a question first, or want to see it in action? Drop us a line below, or watch the video tutorial.
Ready to build, or want to talk?
Just start — it’s free
The Beta is open. Create your account, build a plan, and turn it into a story in minutes — no waiting, no cost. Start your free beta.
Watch the video tutorial
A short, no-pressure look at how it works — create a plan, build the story, deliver it. Watch the tutorial. Still have a question? Send it below.
Prefer email? General questions: info@nextgen-financial.ai. Already using Story Plan? support@nextgen-financial.ai.
The plan and the story, in one tool you control.
Story Plan projects the numbers and drafts the story — you review, approve every recommendation, and own the advice that reaches your client.