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Wealth Utilities

Plan Confidence

Comprehensive held-away asset management for informed financial planning.

"Plan Confidence is a platform designed to aggregate and analyze held-away assets, providing a comprehensive view of a client's total financial picture. It enables RIAs to incorporate outside assets into financial planning, reporting, and risk management processes, leading to more informed client advice and better portfolio construction."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #282 in Wealth Utilities
Validated Adoption
13 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Held-away asset aggregation
Comprehensive data analysis
Financial planning integration
Client reporting
Secure data storage

Primary Use Cases

Aggregating and managing client assets held at multiple custodians
Generating performance reports that include held-away assets
Providing a holistic view of a client's financial situation

Agentic Intelligence Briefing

"Plan Confidence empowers RIAs with a complete view of client assets, including held-away accounts, for more accurate and effective financial planning."

Real-time Forensic Synthesis

Competitive Strengths

Specialized in held-away asset management
Addresses a common pain point for RIAs managing external accounts
Potentially simplifies reconciliation and reporting

Adoption Hazards

Limited information available to assess full functionality and integration capabilities
Pricing is unknown, making ROI difficult to assess

Stack Compatibility Profile

How Plan Confidence integrates into institutional RIA stacks.

13 Firms Analyzed
Nitrogen Wealth
69%
Stack Correlation
Riskalyze Online
69%
Stack Correlation
Zoom
62%
Stack Correlation
Elements Financial Planning
62%
Stack Correlation
Morningstar Office
62%
Stack Correlation
MCO
46%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking to improve financial planning accuracy
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Albridge
2ByAllAccounts

Value Proposition

"Plan Confidence streamlines the management of your clients' held-away assets, providing a unified view of their portfolio and enhancing your advisory services."

Audit Your RIA Stack

See how Plan Confidence fits into your overall tech efficiency score.

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