Einstein FI is a financial planning software brand focused on helping advisors present plans rather than products. Created by advisors for advisors, its platform is designed to make financial plans relatable, easy to understand, and engaging for clients. The software brings income planning, portfolio analysis, retirement planning, and financial advisor comparisons together through tools including Income Planner, Portfolio Builder, Retirement Navigator, and FAI Comparison.

Its live, interactive planning environment allows advisors to adjust information and present scenarios digitally during client discussions. Einstein FI runs on mobile devices and PCs, and supports customized reports featuring a firm’s logo and colors. Advisors can share results on screen or provide printable, color PDF reports for clients and back-office use.

The company offers a 21-day challenge at no charge, inviting advisors to try the program as they work to develop their practices and strengthen connections with prospective clients. Einstein FI also promotes free signup, presenting its software as a practical toolkit for building and communicating personalized financial plans.