← All tutorials
Firm & admin · 2 min

Firm branding

Logo, colors, contact, and firm defaults set once.

More like this
2 min

Disclosures & compliance

Put your firm's approved disclosure on every report.

Now in free Beta

Try it on a real plan.

Start your free beta

Financial planning your clients actually understand. We build for the advisor. The advisor builds the plan. The client hears the story.

Product

Company

Legal

Important: NextGen Financial LLCprovides Financial Story Plan™, a financial-planning software tool for use by licensed financial professionals. Story Plan computes planning projections and suggested strategies from the information the advisor provides; the advisor reviews, edits, and approves all output and is solely responsible for the suitability and compliance of any recommendation delivered to a client. Projections are deterministic estimates based on advisor-supplied assumptions and are not guarantees of future results. NextGen Financialand Financial Story Plan™ are not a registered investment adviser, broker-dealer, or financial planner, and do not provide financial, investment, tax, or legal advice to end clients. We do not sell or share your data.

© 2026 NextGen Financial LLCPatent pendingFinancial Story Plan™ — Now in free Beta