At Tobias Financial Advisors, we use a variety of planning and analytical tools to provide a clear, organized view of your financial picture and explore possible strategies. The platforms below represent some of the key tools we use with clients, alongside additional resources for research, analysis, and ongoing financial planning support. Some of the tools we use include:
- MoneyGuidePro: A software to connect financial data and create what-if scenarios
- Vanilla: A software that visually maps different estate planning scenarios
- Holistiplan: A software that generates detailed reports and reviews documents
MoneyGuidePro
MoneyGuidePro is one of our main financial planning platforms, designed to integrate your financial data into a single, comprehensive plan. It connects with our portfolio management system to provide a more complete picture of your finances. MoneyGuidePro helps us model a variety of “what-if” scenarios – from retirement timelines to major life events – to illustrate how different choices could affect your plan. These scenarios allow us to have meaningful conversations about trade-offs and priorities, helping you evaluate decisions in the context of your overall goals.
See a sample report.
Vanilla
Vanilla is an estate planning software developed by estate planning attorneys and powered by AI. It also integrates with our portfolio management system, allowing us to sync your account data and create a visual representation of your estate. This tool allows us to model different scenarios, such as lifetime gifting or charitable strategies, and see how they could affect the eventual transfer of wealth. The technology enables us to offer a more organized, efficient, and comprehensive approach to estate planning so you can work with your estate planning attorney to implement strategies that align with your wishes.
See a sample report.
Holistiplan
Holistiplan, founded by CERTIFIED FINANCIAL PLANNER® professionals, is a tax analysis and planning platform we use to review tax returns, identify planning opportunities, and illustrate how different scenarios, such as Roth conversions or changes in income, may affect future taxes. Holistiplan generates detailed reports and allows us to provide a more complex and tax-savvy approach to financial planning. Additionally, it can also review insurance documents (auto, homeowners, umbrella) to help surface risk-management considerations as part of the broader plan.
See a sample tax report and a sample insurance review.
Questions About Our Financial Planning Technology?
The technology we use helps support our financial planning process by organizing information, evaluating planning scenarios, and assisting with ongoing analysis. These tools complement the experience and professional judgment of our advisory team as we work with clients to address their financial planning needs. If you have questions about our planning process or the technology we use, we invite you to contact us.
Sample reports are for illustrative purposes only. Names, data, and scenarios shown in sample reports are fictitious and do not represent actual clients. Samples are intended to demonstrate the capabilities of the tools and do not constitute individualized investment, tax, or legal advice. This sample represents only a portion of the full report and is intended to provide an example of the type of analysis this tool can generate. Actual results will vary. Please consult your financial, tax, or legal professional for guidance specific to your situation.
Hyperlinks on this site point to sites beyond this page. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Tobias Financial Advisors is registered as an investment advisor with the SEC. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. The information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. It is for information and planning purposes only.
Professional advisors, accountants, and licensed attorneys should be consulted before implementing any of the options presented. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. This is a representation of a general case scenario, however individual client timeline and experience may vary due to one’s unique circumstances.