Work the way you want to. Upload a retirement plan, a transcript, a note, whatever you have, and let AI do the rest.
Learn MoreThe AI Plan Builder helps you create comprehensive, client-ready retirement plans in just minutes.
Upload any file, a previous plan, meeting notes, text file from your favorite note-taking tool, or even a quick voice memo, and the AI Plan Builder instantly transforms it into a structured, client ready plan.
No integrations. No templates. No rigid process. Just a faster, smarter way to plan.
Any File. Any Format.
Flexibility is built in. Upload a file or paste your notes in the text box, let the AI organizes the data for you.
Save Hours, Not Just Minutes
What used to take hours of data entry, formatting, and rewriting now takes minutes giving you more time with clients.
Fewer Errors
Reduce manual errors and start every plan with confidence. AI Plan Builder structures your data automatically for consistent results.Get exclusive, free access to our AI-powered tools while they’re still in preview. Shape the future of these features with your feedback!
See how the AI Plan Builder transforms the way you work. Upload a previous plan, meeting notes, text files, or even a voice memo, and the information becomes a polished, client ready plan in minutes. Flexible, accurate, and designed to fit your workflow, the AI Plan Builder saves you hours of prep time so you can focus on what matters most, advising clients and driving results.
