Institutional-Grade Financial Planning — Automated and Advisor-Guided

Take control of your financial future—for free. Build your plan with powerful DIY tools that deliver real-time recommendations to uncover inefficiencies and improve outcomes, with CFPs and CPAs available when you need them.

Deep, Automated Financial Plans

Model retirement outcomes, optimize Social Security and Roth strategies, and analyze taxes, liquidity, and education planning—instantly.

Run “What If” Scenarios

Understand how every decision affects your long-term results.

Build A Plan Around Your Portfolio

Upload your statement and let our risk and planning engine build a realistic, personalized plan.

DIY or Advisor-Guided

Start on your own, then bring in a CFP® or CPA when needed—pay only for expert time, with no retainer required.

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Bank-Level Security

Institutional Grade Analysis

On-Demand Expert Access

Legal Disclosure

The tools, analyses, and outputs provided by this platform are for informational and educational purposes only and are not intended to constitute personalized investment, tax, legal, or financial advice. Any projections, recommendations, or insights generated are based on user-provided data and a set of underlying assumptions that may not reflect actual market conditions, tax laws, or future outcomes.

Use of this platform does not establish an advisory, fiduciary, or client relationship between you and Analog Capital or its affiliates. You are solely responsible for evaluating any information provided and making your own financial decisions.

References to “optimization,” “recommendations,” or “improvements” are based on model-driven outputs and should not be interpreted as individualized advice or a guarantee of results. Financial outcomes will vary, and no representation is made that any strategy will achieve similar results.

Access to CFP® professionals, CPAs, or other financial professionals is provided separately and may require a distinct engagement agreement. Any advice provided by such professionals is delivered in their individual or affiliated capacity and is subject to separate terms, disclosures, and regulatory requirements.

All investing involves risk, including the possible loss of principal. Past performance and modeled results are not indicative of future performance.

By using this platform, you acknowledge and agree to these limitations.