Troutwood financial planning platform
Financial planning softwareA mobile and desktop financial planning platform pairing a free consumer plan builder with an advisor dashboard that aggregates client budgets, balance sheets, and financial data in one view.
- Personal financial plan with a "Save First" goal and likelihood of achievement
- Budgeting from actual cost-of-living data
- Advisor dashboard with unified client financial data
- Direct messaging to plan participants without record-keeper integration