AI financial planning software for advisors

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.

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.

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.

No. Client data is not 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 audited infrastructure.

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.