Financial Planning / PORTFOLIO COMPANY
An AI financial planning workspace that brings accounts, goals, and cash flow into clear scenarios for clients and advisors.
The signal
“Financial information is scattered. Life decisions are connected.”The thesis
Brently connects the pieces of a household’s financial life in one planning workspace. Accounts, income, debts, goals, and assumptions inform projections and plain-language scenarios, while advisors and clients can review the same context. Canadian-first planning, cash-flow modelling, and shareable reports make the trade-offs behind a decision easier to discuss.
Who it is for
Individuals and households planning their financial lives, and financial advisors who need a shared view of client context, assumptions, scenarios, and planning decisions.
The problem
Accounts, debts, goals, and household decisions are often spread across separate tools. A change in one area can affect the rest of a plan. Brently brings that context together so clients and advisors can explore trade-offs using explicit assumptions instead of disconnected calculations.
Key capabilities
- Household profiles covering income, accounts, assets, debts, expenses, insurance, and goals.
- Canadian-first projections for net worth, cash flow, debt, and scenario changes.
- Plain-language questions grounded in the household information on file.
- Advisor collaboration, profile-readiness checks, and shareable PDF planning reports.
How it works
- Build the household profile with financial inputs, goals, and planning assumptions.
- Review missing information and the current net-worth and cash-flow picture.
- Explore scenarios and ask questions about how changes affect the plan.
- Review the trade-offs with an advisor and capture assumptions and next steps in a planning report.
Start at the center
Bring us the idea before it is safe.
The best moment to talk to us is the moment the old answer stops being obviously right — long before the deck exists. Tell us what changed, and why you cannot stop thinking about it.