The First Financial Planning Workspace
Built for Advisors and AI.
Stop missing investment tax alpha and chasing down client PDFs.
- Frictionless file collection link
- Streamlined data extraction from common financial planning files
- Professionally branded explainers that clients value and save you time
Smith Family Fin Pod
Tax Finding: $14,986 in state deductible dividends, reported on MA Sch B.
2025 J S - 1099 Schwab
Workspace Access
Matteo Hoch
AdminAgent Joshua
The Fin Pods Workspace
AI-friendly building blocks with secure sharing
Intake
Smart File Uploads
- Frictionless: file collection from clients and their CPAs.
- Instant processing: the moment a document is securely dropped in.
- Auto-syncs: Google Drive or SharePoint with client folder naming.
Analyze
Deep Planning Insights
- Investment Tax Efficiency: Uncover hidden state tax optimizations and US Gov Obligations from mutual funds.
- Instant Extraction: Turn Paystubs, Portfolio Statements/1099s, and SSA PDFs into planning-ready data.
- Human-in-the-Loop Validation: Math validation checks and exact source traceability. Not a black box.
Client Opportunity Flagging
Deliver
Recommendations your clients will actually understand
- Planning Builder: Create branded, visual concepts that cut down on explanation time.
- Team Alignment: Secure, multi-recipient file sharing for your client and their advisory team.
- Bring Your Own Agent (BYOA): Feed your AI structured data and calculators to generate custom dashboards.
Trusted by Forward-Thinking Planners
"This is my edge. This will get me so many clients."
"Uploaded my first 1099, very easy to use! I personally like the Excel format."
"Easily getting files from my client's estate planner is really great. You should highlight that."
Stop manually processing data. Start delivering advice.
Advisors using Fin Pods are already saving hours on back-office data gathering and delivering insights their clients actually value. Upgrade your workflow today.
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