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PlanLab
Every Family. One Living Plan.
PlanLab turns each household's people, goals, accounts and decisions into one connected plan. It stays in step with your CRM and client documents, re-runs its numbers every night, and shows you which families need you first.
The Rockefeller Household
- On track 61
- Needs attention 14
- Action needed 5
11 planning areas · 80 topics · 53 dependency lines
- Primary User
- Financial planners, wealth advisors and paraplanners
- Core Function
- Household financial planning on one living plan map
- Time Savings
- Saved analyses re-run every night, no manual rechecks
PlanLab capabilities
- Households arrive from Wealthbox, Salesforce or Zoho, with their members, trusts and companies
- Eleven planning areas and 80 topics, from retirement and tax to estate, insurance and business ownership
- Every area shows its status at a glance (on track, needs attention or action needed) and the reason behind it
- Dependencies sit on the map: a Roth conversion links to IRMAA, future RMDs and the taxable estate
- Drop statements, tax returns and account paperwork: PDF, Word, Excel, CSV or images, up to 30 at a time
- PlanLab reads each file, checks that it names someone in this household, and proposes what it found
- Accounts, people and plan details arrive as proposals you approve before they touch the plan
- A few questions cover what the documents do not, then the first projection runs
- Monte Carlo projections with percentile bands, and what each goal costs the plan in points of success
- 21 calculators for the decisions that matter: Roth conversions and ladders, Social Security claiming for couples, withdrawal order, RMDs, QCDs and estate gifting
- Every calculator result comes from code, not a language model, with how it was calculated one click away
- Saved analyses are re-run every night and flagged when a result changes or falls out of date
- 22 checks run whenever a plan opens, from Roth conversion room and 0% gain harvesting to IRMAA tiers and the estate exemption
- Rules, not guesses: the same plan always gives the same findings
- Each one shows its evidence and the change it suggests, for you to apply or set aside
- Easy-to-miss gaps are covered too: beneficiaries, umbrella and long-term care cover, income after the first death
- Ask anything about a household's plan; suggested changes arrive as a card you approve
- Record a decision and see every part of the plan it reaches
- Next steps come drafted with an owner (advisor, client, CPA or attorney) and timing, ready for your approval
- Generate the client plan document with charts drawn from your saved analyses, and tell clients when a step is done
Built for Review
Every change on the record
Each change to a plan is logged with its old and new value, where it came from and who made it.
Every result explained
Calculator results open to show their inputs and assumptions, with the arithmetic behind key figures.
History that stays
Decisions are kept as the durable record, and a deleted plan's history is retained for compliance.
Ready to See DeepVest in Action?
Schedule a personalized demo with our team. We will walk through your specific workflows and show you how DeepVest fits into your practice.