Build financial plans your clients love
Help your clients achieve their goals with modern financial planning tools. Collaborate, analyze, and deliver insights that drive results.
The client demand
Clients want more from their financial advisors than ever before
Clients expect modern tools
The new standard for financial planning
Today's clients want collaborative, technology-driven financial planning. They expect to work with advisors who use modern tools that provide transparency, engagement, and real-time insights. Meeting these expectations is essential for growing your practice.
of clients want more financial planning support
prefer advisors who use modern technology
value collaborative financial planning tools
Everything you need to serve clients better
Powerful tools designed specifically for financial advisors
Client Management
Easily invite, onboard, and manage all your clients in one place. Track their progress, engagement, and activity with comprehensive analytics.
Scenario Collaboration
Work together with clients on financial plans. View, edit, or create scenarios based on access levels you control. Real-time collaboration made simple.
Monte Carlo Analysis
Run sophisticated simulations to show clients the probability of success across different market conditions. 1,000+ simulations with market volatility.
Tax Analytics
Help clients optimize their tax strategy with detailed projections and visualizations of tax implications. Advanced tax modeling and optimization.
Co-Branded Portal
Customize the client experience with your logo and brand colors for a professional, seamless experience that reflects your practice.
Practice Analytics
Track engagement, scenario usage, and client activity to understand how your practice is performing. Identify opportunities for growth.
AI-Powered Insights
Leverage advanced AI to analyze scenarios, provide recommendations, and help clients understand their financial options. 500 AI interactions per 4 hours.
Professional Reports
Generate comprehensive reports for client meetings with all the insights and projections they need. Export-ready formats for presentations.
Flexible Access Control
Control how much access you have to each client's scenarios - view-only, collaborative, or full access. Granular permissions for every relationship.
The practice growth
Modern tools drive measurable improvements in your practice
Transform your practice efficiency
Technology that scales with your business
Advisors using modern financial planning tools see significant improvements in efficiency, client engagement, and practice growth. Faster onboarding, deeper client relationships, and more comprehensive analysis lead to better outcomes for everyone.
faster client onboarding with digital tools
increase in client engagement
more scenarios analyzed per client
Proven ROI
Technology investments that deliver measurable returns
Smart investment, proven returns
Technology that pays for itself
Advisors who invest in modern financial planning tools see dramatic improvements in efficiency and client satisfaction. Reduced meeting prep time, increased client retention, and better outcomes lead to significant ROI for your practice.
reduction in meeting prep time
ROI through increased AUM
increase in client retention
Simple, transparent pricing
Choose the plan that fits your practice. All plans include 10 clients, then pay per additional client.
Horizon Pro - Advisor
Monthly billing, perfect for growing practices
for 10 clients included
Additional clients: $3/client/month
10 Clients Included
Start with 10 clients, add more as you grow
500 AI Interactions
Per 4 hours for advanced AI assistance
Client Management
Invite, onboard, and manage all clients
Scenario Collaboration
Work together with clients on financial plans
Monte Carlo Analysis
Run 1,000+ simulations with market volatility
Advanced Tax Modeling
Comprehensive tax calculations and optimization
Co-Branded Portal
Customize with your logo and brand colors
Practice Analytics
Track engagement and client activity
Horizon Pro - Advisor (Annual)
Save with annual billing
for 10 clients included
Additional clients: $30/client/year
10 Clients Included
Start with 10 clients, add more as you grow
500 AI Interactions
Per 4 hours for advanced AI assistance
Client Management
Invite, onboard, and manage all clients
Scenario Collaboration
Work together with clients on financial plans
Monte Carlo Analysis
Run 1,000+ simulations with market volatility
Advanced Tax Modeling
Comprehensive tax calculations and optimization
Co-Branded Portal
Customize with your logo and brand colors
Practice Analytics
Track engagement and client activity
Priority Support
Dedicated support for annual subscribers
All plans include automatic billing updates as your client base grows.Contact us for enterprise pricing.
How it works
Get your practice set up in minutes
Register Your Practice
Create your advisor account and set up your firm. Choose between monthly or annual billing based on your needs.
Invite Your Clients
Share the invitation link with your clients. They can register and start using Dusk AI immediately.
Start Collaborating
Work together with clients on financial plans. Create scenarios, run analyses, and deliver insights that drive results.
Ready to transform your practice?
Set up your advisor account and start delivering better outcomes for your clients today.
of advisors see value in collaborative tools
want better client engagement platforms