Retirement Planning Built for Advisors.
Scaled for Firms.
Deliver precise, personalized retirement strategies with multi-scenario modeling and automated tax calculations — whether you're a solo advisor or managing a multi-advisor firm.
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Core Capabilities
Everything You Need in One Platform
Client Management
Organize all client profiles, accounts, and financial details in a single structured platform — always ready for your next review.
Scenario Modeling
Build and compare unlimited retirement scenarios with custom assumptions, withdrawal strategies, and Roth conversion plans.
Precise Calculations
IRS-accurate federal and state tax projections, RMD calculations, contribution limits, Social Security, and IRMAA analysis.
Professional Reports
Generate comprehensive, client-ready summary reports with charts and projections — print-ready with one click.
Simple Workflow
From Onboarding to Presentation in Minutes
Onboard Your Client
Enter client demographics, accounts, income sources, and financial goals in minutes using our guided setup wizard.
Model Their Future
Create scenarios with custom return assumptions, withdrawal strategies, tax optimization, and Roth conversions.
Present with Confidence
Generate detailed reports with income projections, account balance charts, and tax analysis — ready for client meetings.
Built for Firms
One Platform. Infinite Scalability.
Solo advisors get a powerful planning tool. Firms get operational visibility, governance, and standardization across every advisor on the team.
Unified Client Visibility
Replace scattered spreadsheets with a single source of truth. Firm admins gain real-time visibility into the entire book of business across all advisors.
Advisor Capacity Governance
Manage advisor seats, track client counts per advisor, and enforce capacity limits aligned with your subscription tier — all automated.
Seamless Client Transfers
When advisors change, reassign clients with a click. No data loss, no orphaned records, no operational disruption.
Standardized Workflows
Ensure every advisor follows the same rigorous planning methodology with built-in calculation accuracy and IRS compliance enforcement.
Why Blu Mountain Analytix
Built on a Foundation of Accuracy
Calculation Accuracy
Every projection uses IRS-current tax brackets, official RMD tables, and real contribution limits — independently validated.
Scenario Depth
Model Roth conversions, IRMAA impacts, Social Security timing, pension income, and custom withdrawal strategies side by side.
Advisor Efficiency
Cut report preparation time dramatically. Onboard a client, build a scenario, and generate a comprehensive report in one session.
Transparent Pricing
Plans for Every Practice Size
Solo advisors, growing teams, and enterprise firms — with a 14-day free trial to get started.
Ready to Transform Your Practice?
Join financial advisors who use Blu Mountain Analytix to deliver superior retirement planning outcomes.
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