AI for Advisors · Financial Planning
AI financial planning software for advisors
entropyFA builds each plan from the household's full picture — accounts, entities, documents, and goals — runs the simulations, and keeps everything current between meetings. The agent does the assembly. You review, adjust, and approve.
Plans are built from the household’s full financial picture.
What It Handles
The work this replaces
Comprehensive plan generation
The full household picture becomes a structured, client-ready plan: goals, cash flow, projections, and recommendations with plain-language rationale.
Monte Carlo and scenario modeling
Retirement timing, spending changes, and what-if questions run through a deterministic quantitative engine — simulations complete in under 100 milliseconds.
Plans that stay current
Most plans go stale the day they are delivered. entropyFA monitors the household between meetings and flags when reality drifts from the plan's assumptions.
How It Works
From household data to advisor-approved action
1. Organize
The household comes into one workspace
Accounts, documents, entities, relationships, and existing plans are mapped into a structured private record — the foundation every plan is built from.
2. Model
Deterministic math runs the plan
Projections, cash-flow modeling, and Monte Carlo simulation run on the quantitative precision engine. The AI never improvises a number.
3. Present
Client-ready output, advisor-approved
The generative engine writes the plan narrative and prepares the presentation. You review the rationale, adjust, and approve before anything reaches the client.
Capabilities
What the agent brings
- Comprehensive financial plan generation
- Monte Carlo simulations (under 100ms)
- Cash flow and scenario modeling
- Client-ready plan presentations
- Account, entity, and relationship mapping
- Continuous plan monitoring between reviews
Why You Can Trust It
Deterministic math, not AI guesses
entropyFA's dual-engine architecture separates reasoning from arithmetic. Large language models parse documents and write explanations; a deterministic quantitative engine produces every projection and simulation. Each number is reproducible, and every recommendation carries its rationale and an audit trail.
Review the trust architectureFAQ
Common questions from advisory firms
How is entropyFA different from traditional financial planning software?
Traditional planning tools are software you drive: you gather the data, build the plan, and rebuild it at the next review. entropyFA is an agent that does that work — it assembles the plan from the household's documents and accounts, runs the analysis, keeps the plan current between meetings, and prepares updates for your review.
Does AI generate the plan calculations?
No. All projections, cash-flow models, and Monte Carlo simulations run on a deterministic quantitative engine, so every number is reproducible and auditable. The generative AI layer parses documents, gathers context, and writes plain-language explanations — it never produces the math.
How much time does it save per plan?
Firms using entropyFA cut roughly 4 to 6 hours of plan preparation and ongoing data gathering per household by keeping documents, accounts, entities, and planning context in one structured system that the agent maintains.
Is client data used to train AI models?
No — that is a contractual guarantee, not a policy statement. Client data is never used to train AI models, is encrypted with AES-256 at rest and TLS 1.3 in transit with per-family keys, stays in the US, and runs on SOC 2 certified infrastructure.
Does the advisor stay in control of the plan?
Yes. entropyFA operates non-discretionary: the agent prepares plans and recommendations with full rationale, and the advisor approves anything that moves forward. Every step is logged to an audit trail.
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See it on your own workflow
Tell us about your firm and client mix. We will set up a free trial and show you where entropyFA fits first.