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Foundry Planning

5.7easy start · #23 of 34
in Financial Planning Software
  • Free to practise onnot on record
  • Free trialnot on record
  • Well documentedyes
  • Runs where you worknot on record

Runs on Web. Paid plans from $166/mo.

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Foundry Planning is ranked #23 of 34 in financial planning software on The Geeks Club. It runs on Web. There is no free plan. Paid plans start at $166/mo.

Foundry Planning plans and pricing

All plans
Foundry Planning $166/mo billed annually Year-by-year cash-flow engine · Federal, state, and estate tax modeling · 1,000-path Monte Carlo · AI document import · Built-in CRM and tasks · Unlimited clients per advisor foundryplanning.com · 20 Sept 2026

Compared on financial planning software

Free plan
No
Cash-flow modeling
Yes
Goal planning
Yes
Tax planning
Yes
Scenario analysis
Yes
Insurance planning
Yes
Investment planning
Yes
Client portal
Yes

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