Financial Tools for Everyone.
CFP Software That Doesn't Cost a Fortune.

Free calculators. No signup, no BS. CFP software with all the features you actually need, without the enterprise price tag.

25+
Free Calculators
1,000+
Validation Tests
100%
Private & Secure

CFP Software That Actually Works

All the features you need. Way cheaper if you're just getting started.

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Account Sync

Pulls in data from banks, brokerages, credit cards, loans, mortgages, and insurance. Updates daily so you're not manually entering everything.

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OCR for PDFs

Upload a statement PDF and it'll extract the data. Gets smarter when you fix mistakes.

AI-Powered
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16 Trust Types

ILIT, GRAT, QPRT, SLATs, and 12 more. eMoney and RightCapital typically offer 4-8.

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IRMAA QCD Calculator

Helps clients avoid Medicare premium surcharges with QCD timing. Includes DAF bunching and 4 different CRT types.

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Separate Spouse Logins

Each spouse gets their own login. Changes sync in real-time. Useful for seeing if they're on the same page financially.

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4 Life Insurance Methods

Human Life Value, Needs Analysis, Capital Retention, and Income Replacement. Most software only has one or two.

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Roth Conversion Planning

Multi-year tax bracket modeling to figure out the best years to do Roth conversions.

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Monte Carlo Simulations

Runs 10,000+ retirement scenarios with market volatility and longevity risk baked in.

Everything You Need

  • Monte Carlo retirement simulations (10,000+ iterations)
  • Social Security optimization engine
  • IRMAA-optimized QCD calculator
  • 16 trust types for estate planning
  • 4 life insurance calculation methodologies
  • 50-state pension analysis
  • Roth conversion optimization
  • Tax-loss harvesting strategies
  • Cash flow modeling and projections
  • Multi-scenario planning and comparison
  • White-label branding customization
  • Client portal with document vault
  • Integrated billing and subscriptions
  • Separate spouse login system
Pricing
$ 50 /month base
Scales with your practice: +$2/client for OCR, +$10/client for account sync

Actually affordable for solo CFPs. Way cheaper than eMoney when you're starting out.

All planning features included in base price
Add OCR for +$2/client/month
Add account sync for +$10/client/month
No contracts, cancel whenever
Get Started
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Why Thy.Finance?

Privacy, accuracy, and honest pricing

Your Data Stays Private

Free calculators run in your browser. Your numbers never hit our servers. CFP data is encrypted and we're not selling it to anyone.

Actually Tested

We've got over 1,000 automated tests running against IRS guidelines and industry standards. Wrong math ruins retirements.

No Surprises

Free stuff is actually free. CFP pricing scales with how many clients you have. No hidden fees.

Stuff That's Broken in Other Software

Problems CFPs keep complaining about

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Manual Data Entry Sucks

You're spending half your time typing in account balances

OCR and account sync handle it for you

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eMoney is Expensive

$10K/year when you're just getting started

We're way cheaper for solo CFPs. Scales as you grow.

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Missing IRMAA Tools

Most software ignores Medicare premium planning

Built-in QCD calculator that accounts for IRMAA thresholds

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Limited Estate Planning

Only basic trusts. Nothing for complex estates.

16 trust types including ILIT, GRAT, QPRT, SLATs

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Sharing Login Credentials

Couples have to share one login. Gets messy.

Each spouse gets their own account. Syncs in real-time.

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Weak Retirement Projections

Simple straight-line projections that don't model reality

Monte Carlo with 10,000+ scenarios and probability analysis

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Hidden Family Issues

Can't tell if spouses are aligned. Financial abuse hard to spot.

Separate logins show you if there are conflicts

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Confusing Client UIs

Clients get overwhelmed in meetings. Too many numbers.

Clean dashboards that don't require a finance degree

Give It a Shot

Try the free calculators or sign up for the CFP software