Same story. Right format for the moment.
Financial Story Plan™ takes a client’s plan from the numbers to a delivered story — in one tool. You bring the client information and your judgment; the engine projects the numbers and finds the levers, and the tool turns it into a narrative your client will understand, remember, and act on. Here’s the whole loop — three steps, one place.
Build the plan or bring the data in
Build the client’s plan in the app, or drop in a PDF export from eMoney, RightCapital, or MoneyGuidePro, or account statements from major custodians — Schwab, Fidelity, Pershing, and others. Add insurance policies, tax returns, or estate documents as PDFs, or enter anything by hand. Either way, keep the tools you already use.
Project the numbers and structure the story
The engine runs the projection — retirement income, taxes, RMDs, Roth conversions, Social Security — and finds the levers that close the gap. It drafts a clean narrative arc: where the client is today, where they’re trying to get to, what’s between here and there, and how to close it. You edit, refine, and approve every recommendation. Nothing is delivered without your review.
Deliver in the format that fits
Choose your output. A printed slide deck for the meeting. A share-ready PDF for the follow-up email. A short video with voice narration the client can watch on their phone and share with their spouse. Same story, right format for the moment.
The tool is the microphone. You are the speaker.
The projections and the suggested strategies are computed, not guessed — every figure is a transparent, deterministic calculation you can trace back to its assumption. The AI does one thing: it phrases the narration in natural language, faster than you could by hand. It’s built so it cannot change a number, a rate, or a date the engine produced.
And you stay in control of the advice. Story Plan drafts the recommendations, but you review, edit, and approve every one. The story your client hears is your advice, in your voice, backed by your professional judgment — and you’re responsible for its suitability. That matters for compliance, and it matters for the client — and it’s the whole point of how we built this.
One story, made for the moment it’s told.
A printed deck
Walk the client through the story in the room, slide by slide, instead of flipping through a 47-page plan they’ll never reopen.
A share-ready PDF
Send the same narrative as a clean, branded document the client can revisit — and forward to the people who matter to them.
A short video
A short narrated video the client can watch on their phone and share with their spouse. The format most likely to actually get watched.
Build it here, or bring it in.
Story Plan is where the plan lives. Build it in the app, or drop in a PDF export from the platform your firm already uses — no workflow to change, nothing to rip out.
Close the communication gap, firm-wide.
Advisor productivity software has gotten dramatically better over the past decade. Advisor storytelling has not. The gap between what a top-quartile advisor and a median advisor delivers is largely a communication gap — not an analysis gap. Story Plan is the tool that closes it, with the projection engine and the story in one place.
Deploy it across every advisor in the field — let them build in Story Plan or drop in exports from the stack you’ve standardized on. Consistent, engaging, compliant client communication, built on transparent, auditable numbers — with every recommendation reviewed and approved by the advisor.
Give every client your best presentation.
Not just the ones with the biggest account. Sign up free and start building today.
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