AI-Driven Financial Insights for Advisors

Troutwood offers digital connectivity and insight into your client’s budget, balance sheet and total financial picture. With customized and personal AI financial analysis at the client level and a document repository, Troutwood frees advisors to focus on client success.

For Financial Advisory Practices


Advisor Dashboard
Troutwood offers a user-friendly platform that streamlines your financial advisory services. Track financial progress, client goal achievement, and model important financial decisions.

Financial Planning Tools
Access a wide range of financial planning tools tailored to your clients' specific goals and aspirations. It’s as simple as having a plan.

Decision-Making Attribution
Benchmark important financial decisions against peer populations and client-specific objectives. Demonstrate the value of decision-making with detailed reports and KPI analysis.

Client-Facing App
An informed client is a strong client. Meet your customers where they are by providing Troutwood Pro, a 24/7 financial planning software application that connects you to your clients. Start your day with client-specific insights and action steps.