Internal tools, the external platforms we use, and training in one place. A starting point — not a complete operating manual.
Build a target portfolio for a new client, classify their existing holdings, and generate trader instructions. Handles state-tax-aware ticker selection, bracket-aware muni decisions, asset location rules, and concentration-risk flagging — all in one flow.
Interactive reference for new advisors. Bucket architecture, sleeve composition, duration mechanics with a live seesaw, rate-shock simulator, sequence-of-returns visualization, and a decision matrix for matching sleeves to client situations.
Estate documents, beneficiary planning, and trust diagramming for clients.
Open Health insuranceMedicare and pre-65 health insurance planning for retiree clients.
Open Tax planning1040 review and tax-planning scenarios. Pull a return; pull recommendations.
Open Financial planningPlan builds, retirement projections, Monte Carlo, Roth conversion analysis.
Open Portfolio managementPortfolio management, performance reporting, billing, and client portal.
Open Analytics / proposalsPortfolio analytics and proposal generation. Stress tests, allocation comparisons.
Open CommunicationClient communication and content workflows.
Open Research / returns dataHistorical fund and index return data from Dimensional. Build performance comparisons and factor analyses.
Open