Solutions
Three things you can ship on Worthune.
A client portal and advisor dashboard under your brand, planning inside your product, or a calculator on your marketing site: all three run on the same engine and the same API. Start with the one your roadmap needs this quarter; the other two are already integrated when you want them.
Last reviewed
Solution 01
Unified household management
One client. Every account. One picture that stays true.
You ship: a client portal or advisor dashboard under your brand, with the whole household, accounts, incomes and plans, current and monitored.
We compute: the living household record, kept current from the systems and aggregator feeds you already use, re-projected on demand, with a signal to your systems on every change and a weekly scan that says which plans have gone stale.
Integration: white-label tenant configuration, signed embeds on your domains, webhooks into your workflow.
Solution 02
Financial planning software
The plan, without building the math.
You ship: planning features in an existing product, or a full planning application, advisor-grade or consumer-lite.
We compute: year-by-year projections, longevity-aware Monte Carlo, and 7 strategies that answer together: withdrawal sequencing, Social Security timing, Roth ladders against IRMAA, pension elections, and more.
Integration: one household document over REST or MCP; the React kit if you want our components.
Solution 03
Financial models & calculators
The exact number, this week.
You ship: calculators on marketing pages, decision tools inside your product, real math behind your AI copilot.
We compute: 61 verified models across retirement, mortgages, equity compensation and tax, Social Security, longevity, debt, education, and business.
Integration: a script tag, a REST call, or MCP. No backend required for embeds.
One platform under all three. The same rules, the same sourced figures, a record on every number, and one integration. A team that ships a branded client portal in March can add planning features in June and calculators in September without re-platforming.
Prefer to shop by domain? The packs cut the same catalog the way your product does — tax & equity comp, retirement & drawdown, loans & credit, startup & business, longevity & care. Every pack works with all three solutions.
→ browse the packsBy audience
Fintech & wealthtech builders
Ship planning features without owning a calculation engine
for wealthtech →AI & agent platforms
Your agent shouldn't improvise compound interest
for AI & agents →Banks, insurers & financial services
Planning tools on your site this quarter, not next year
for financial services →Advisors, planners & educators
Hand clients a calculator you can stand behind
for advisors →Questions
Common questions
- What are the three Worthune solutions?
- Unified household management (every client's household as a living record, kept current, monitored for drift, and delivered to clients and advisors under your brand), financial planning software (whole-household projections, Monte Carlo, and coordinated strategies), and financial models and calculators (single verified answers, embedded or called over the API). All three run on the same engine and the same integration.
- Which Worthune integration should I use?
- If you are writing code, the REST API. If an AI assistant is doing the asking, the MCP server. If you want calculators on a marketing or banking site without an engineering project, the embed script. If you already have your own engine and want to know whether it is right, the eval datasets and the grading endpoint. They are the same models underneath.
- Do I have to talk to sales to try it?
- No. Three models — emergency-fund, relocation, and side-business — answer over the API, the MCP server, and the embed script with no signup, no key, and no card. They are the same specs and the same testing as the paid catalog, so what you evaluate is what you would buy.
- Are packs separate products?
- No. Packs cut the catalog by domain — tax and equity comp, retirement and drawdown, loans and credit, startup and business, longevity and care — so you can find your area fast. Every paid plan includes the whole catalog; a pack is a map, not a SKU.