Platform Overview
💼 Platform Overview
A Living Plan. A Trusted Guide. A Platform Built to Deliver.
BucketsFP is more than financial planning software—it’s a stewardship system. A platform that supports advisors at every step of the client journey, turning static plans into living strategies that evolve with the client’s needs.
We don’t stop at projections. We enable advisors to build, implement, and continuously monitor personalized retirement strategies grounded in the Bucket Strategy framework. With BucketsFP, every decision is anchored in clarity, every report aligned with the plan, and every action supported by real-time data.
🧠 Plan Smarter with Bucket-Based Wealth Analysis
BucketsFP begins with a powerful planning engine that makes complex retirement strategies tangible and easy to communicate.
Using the Wealth Analysis tool, advisors can:
Segment client assets into meaningful time-based buckets
Customize growth assumptions and withdrawal timelines
Model cash flow strategies that match the realities of retirement
The result is more than a financial plan—it’s a personalized income strategy that clients can see, trust, and follow. From day one, the client knows not just what they have, but when and how it will support their lifestyle.
🧾 Outputs include:
Net worth and account inventory
Bucket allocations and strategy maps
Year-by-year projections tied to retirement timelines
🔁 Implement with Clarity
A great plan means nothing if it’s not followed through. BucketsFP guides advisors through the real-world alignment of accounts, holdings, and tax treatments to the defined strategy.
🔧 Advisors can:
Classify assets by tax type, asset class, and strategic bucket
Link and track custodial and aggregated accounts
Use bulk-edit tools to simplify reclassifications
Lock in the active plan for tracking and audit consistency
Implementation isn’t just a technical step—it’s a bridge between vision and reality. And with BucketsFP, that bridge is intuitive, auditable, and advisor-controlled.
📊 Track What Matters
The Track Dashboard transforms ongoing monitoring into a real-time, strategy-centered experience. Advisors don’t just see performance—they see alignment, drift, and what to do next.
BucketsFP integrates directly with custodial and aggregation partners—including Orion and ByAllAccounts—ensuring household data flows seamlessly into the dashboard without manual imports or spreadsheet work. This live connection means advisors always work from the most current data, keeping strategy execution tight and review conversations grounded in reality.
📈 Features include:
Side-by-side comparisons of plan vs. actual values
Visual “On Plan / Below / Above” indicators by bucket
Tax-aware asset and account summaries
Deep transparency across holdings with mapped classifications
Integration-aware syncing to reduce data friction and increase confidence
Track doesn’t just show where the portfolio stands. It shows whether the plan is working—and what to do when it’s not.
📄 Communicate with Confidence
The Track Report delivers something most client reviews don’t: context. Every number, chart, and table ties directly back to the client’s income strategy.
🖨️ Track Reports include:
Current account values and classifications
Allocation by bucket and asset class
Year-end target comparisons
15-year strategy projections with withdrawal impacts
The result? Conversations grounded in goals, not market noise. Clients walk away understanding not just what happened—but why they’re still on track.
🤖 Prepared for an AI-Powered Future
BucketsFP was built with the future in mind—ready to integrate AI to elevate advisor capabilities without replacing their role.
We’re actively developing features that:
Recommend updates based on actual outcomes vs. assumptions
Auto-summarize key changes in plain English
Flag anomalies or strategy drift before they become client concerns
Deliver assistant-level AI insights rooted in the Bucket Strategy framework
In this next era, your expertise is irreplaceable. BucketsFP is here to amplify it.
🔄 A Seamless Cycle: Plan → Implement → Monitor → Refine
What makes BucketsFP different is not just what it does—it’s how everything connects. Every tool, every report, every feature ties back to the original plan.
🧠 This means:
Plans stay central—not filed away
Data stays fresh—not manually updated
Advisors stay proactive—not reactive
This end-to-end integration keeps clients engaged and advisors positioned as the steady hand in any market.
🎯 The Advisor’s Platform
BucketsFP equips you to be more than a planner. It enables you to become the client’s guide through uncertainty—their strategist, steward, and storyteller.
This is more than software.
It’s your strategy, alive.
Your insight, empowered.
Your relationship, elevated.