Turn your financial planning tools into client action.
Whether you use RightCapital, Orion, eMoney, or MoneyGuide, the math is already solved. But handing a client a 60-page PDF doesn't get advice implemented. Fin Pods AI extracts the critical data from your planning software and generates clear, actionable deliverables for clients and their tax professionals.
The Deliver Suite
Getting the math right in your software is step one. Step two is making sure your clients and their CPAs actually execute the advice. Our Deliver Suite helps you generate the ultimate deliverables that explain complex actions exactly how you—and your clients—expect.
- Translate dense projection outputs into actionable, client-friendly summaries.
- Use our Done-For-You Setup or Vibe Code with AI to build personalized instructions for allied professionals.
- Ensure the plan gets off the screen and into reality.
Turn RightCapital's financial plans into clear action.
RightCapital builds incredible financial plans, but executing them requires precise communication. Handing over the standard multi-page output often overwhelms the client.
- Generate clear, step-by-step action plans directly from complex planning modules.
- Equip your clients with exactly what they need to do next, stripped of the modeling jargon.
Convert Orion Estimated Income Exports into Tax Letters.
Make sure nothing falls through the cracks during tax season. Fin Pods AI extracts data directly from Orion's Estimated Income exports and formats it for allied professionals.
- Seamlessly convert dense CSV exports into CPA-ready communications.
- Deliver simple, defensible one-pagers that highlight the exact taxable events, ensuring the CPA has the full picture.
Long-Term CG: $18,400.00
Qualified Dividends: $6,120.00
More Integrations on the Horizon
eMoney Cash Flow
Extract the precise annual action steps from massive projection tables. Deliver defensible one-pagers that highlight the exact trades and transfers needed this year from eMoney's timeline.
MoneyGuide PlayZone
Take your scenario results and translate them into a concrete action plan for clients, ensuring the collaborative planning done in the PlayZone actually gets implemented.
Ready to turn plans into action?
Stop overwhelming clients with complex software reports and start delivering the clear, actionable advice they actually need to succeed.
*Fin Pods AI is an independent Public Benefit Corporation. Fin Pods AI is not affiliated with, endorsed by, or sponsored by eMoney Advisor, LLC, RightCapital Inc., Envestnet MoneyGuide, or Orion Advisor Technology. "eMoney", "RightCapital", "MoneyGuide", and "Orion" are trademarks of their respective owners. Fin Pods AI provides data formatting services that facilitate the translation of software outputs into actionable deliverables.