Stack Powerful Financial Planning Wins.
Without the heavy lifting.
Active Intelligence, the instant your client uploads a file.
Smith Family Fin Pod
Extracted Insight
Tax Finding: $14,986 in state deductible dividends, should be reported on MA Sch B > Line 6a.
Source Document
2025 J S - 1099 Schwab x834
Tax Planning Ready
The Fin Pods Workflow
Active intelligence and secure storage working together.
1. Intake
Smart File Uploads
- Frictionless, no-login file collection for clients, their CPAs, and estate planners.
- Instant processing the moment a document is securely dropped into the system.
- Automated routing directly to Google Drive or SharePoint with smart folder naming—no login required for you to get the file either.
2. Analyze
Deep Planning Insights
- Investment Tax Efficiency: Automatically extract hidden state tax optimizations and US Government Obligations from mutual funds.
- Instant Extraction: Turn Paystubs, Portfolio Statements, and SSA PDFs into financial planning ready data instantly.
- Human-in-the-Loop Validation: Not a black box. Every extraction features math validation checks and exact source traceability.
3. Deliver (Early Preview)
Recommendations your clients will actually understand
- Financial Plan Builder: Transform extracted raw data into clear, client-facing recommendations that match your firm.
- Generate audit-ready workpapers for your clients' CPAs to confidently apply optimizations.
- Secure, multi-recipient file sharing to keep the entire advisory team aligned.
Trusted by Forward-Thinking Planners
"Easily getting files from my client's estate planner is really great. You should highlight that."
"Uploaded my first 1099, very easy to use! I personally like the Excel format."
Hi Fellow Advisor,
You know how much time we waste chasing down client documents and digging through countless files to find the recommendations that matter?
I built Fin Pods to fix exactly that. As a practicing Advice-Only planner, I needed a way to let prospects and clients securely drop files without a login, while quickly surfacing the nuanced data required to provide advice that sticks.
We set out to build a tool that feels invisible to the client, but acts like a superpower for the planner.
Built for Fiduciaries.
We incorporated as a Public Benefit Corporation to align our legal charter with your fiduciary duty. We don't lock you in. We don't sell your data.
We help you work more efficiently and effectively.