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Indigo Planning provides cash-flow-based financial planning software designed as an alternative to legacy planning tools. The platform includes features such as cash-flow projections, tax modeling, and Monte Carlo simulations within a single workspace. It is aimed at independent financial advisors and supports advisor and client portals with separate, role-based logins. The product is described as household-first, managing profiles, members, dependents, and key planning dates. An AI advisor feature is also referenced for asking questions and modeling scenarios based on the household plan.
- Website
- indigowealth.io
- Categories
- Computer software