Overview
Fiscor is a financial planning platform that brings personal wealth management and professional financial advice into one connected experience. It combines lifetime financial projections, what-if planning, AI-powered guidance, built-in investing, and tools for independent financial advisors.
Individuals can explore their financial future independently, while advisory firms get their own branded client portals and advisor dashboards. Advisor-managed plans remain separate from the scenarios clients explore on their own.
Secure bank and investment account connections ground every plan in real balances rather than estimates. As those balances change, projections and guidance update alongside them.
Planning that starts from your real numbers
Fiscor links your accounts, maps out your future, and answers your questions in plain language.
Your Finances
See net worth, savings, debt, and monthly cash flow on one screen. A health score shows how strong your finances are, from savings and debt through retirement, your emergency fund, and stability.
Linked accounts keep every number current. When a balance changes, the score changes with it.
AI Financial Advisor
Ask anything about your financial plan. The advisor synthesizes your live bank balances, brokerage positions, and tax profile to deliver specific, context-aware answers.
Every response is grounded in your actual numbers.
Net Worth Projection
See your full financial trajectory from today through retirement. The projection chart plots total and liquid net worth year-by-year, with interactive tooltips showing assets, liabilities, and loan progress at any point in time.
White-Label Reports
Advisors use the report builder to create a financial plan for each client. They choose the sections that belong in the story, from the cover page and net worth to cash flow, retirement, taxes, and recommendations.
When it is ready, they publish it straight to the client. The report carries the name and logo of the firm, so the plan looks like it came from their advisor.
Why Fiscor was built
Most people are left guessing on the big questions, like whether they can retire or afford the next vacation. Bennett spent his career helping people answer them with clarity, and saw that the right tools were never built for everyday people.
Fiscor brings your financial world into one place and shows how each choice affects your future, so decisions can be made clearly and confidently.
People see their whole financial picture in one place and make decisions with real numbers, while advisors offer the same experience under their own brand.