Financial planning doesn't need to look like this.

Use Wavvest Planning.

With Wavvest Planning you get a powerful, flexible planning engine that understands your clients and adapts to their needs.

The world's best financial planning agent.

Wavvest Planning combines intelligent automation with deep flexibility. Model complex scenarios, visualize any data, and deliver personalized advice at scale, all by telling the tool in natural language.

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Canvas dashboard showing flexible client planning tools for RIAs

It's time to revolutionize your tool set

Advanced AI fined tuned for financial planning

Context-rich planning built on true client understanding.

Financial Plan Automation in a Few Clicks

Plans at the click of a button. Tweaks in plain English.

Note Taker + Canvas

Go from meeting to plan generation automatically. Fast, intuitive, seamless.

Plans at the click of a button

Our planning engine lets you generate full financial plans instantly, then refine them using natural language — no spreadsheets, no clunky or rigid software.

Start with pre-generated templates

Wavvest Planning allows you to start with pre-generated templates, create your own templates, or simply interact with the tool using natural language.

Financial planning doesn't need to look like this. Use Wavvest Planning.