Technology

One of the attractive benefits of working with Carnegie Private Wealth is your access to a best-in-class suite of financial services tools and technology that are not available to consumers directly. We carefully chose our technology offerings with you in mind. From detailed cash flow projections, Roth IRA conversion analysis, tax projections, and detailed portfolio analytics, we are better equipped than ever to serve you and your family. These data-driven systems power our recommendations and help enhance your client experience. When you know better, you can do better. Our financial technology platform is here to help you reach what is possible in your financial life.

Premier financial planning software. It includes both cash flow and goals-based methodologies enabling flexibility to offer clients the most appropriate solution for their needs.
Interactive and customizable retirement planning. It clearly illustrates multiple scenarios, stress tests assumptions, and summarizes plan results in a user-friendly format
Social security optimization. It quantifies the impact of social security choices.
Tax efficient strategy analysis. It evaluates the optimal withdrawal sequence and Roth conversions, quantifying the impact of each decision, both from an income tax and overall net worth impact.
Insurance, education, and debt strategy modules. It offers the ability to quickly quantify needs, costs, and savings
Budgeting capabilities. It tracks spending against assumptions.
Estate planning analysis. It visually shows how assets are distributed at someone’s passing or at any point during the plan.
Mobile app accessibility. It is available to clients anywhere, anytime.

Tax planning made easy. Supercharged tax planning software that allows for more proactive analysis and fewer surprises at tax time.
Quicker tax projections. Tax projection software allows us to break down historical tax returns to understand sources of income and liability.
Scenario analysis. It allows for tax projections into future years where assumptions can be customized to compare various strategies and quantify potential tax savings.
Detailed Roth IRA conversion and Medicare premium analysis, showing impacting of moving into different marginal tax brackets.
Estimated tax payment and safe harbor analysis.
More efficient communication with CPA or tax preparer.

Intuitive dashboard. Get a holistic view of performance, asset allocation, investment activity, projected income, and current gains/losses by account.
Robust suite of investment and portfolio analysis. The capabilities include portfolio attribution analysis to better understand performance.
Share financial documents securely and privately. The secure vault allows clients to store and share important documents like insurance policies, estate planning documents, and tax returns.
Outside account integration capabilities, allowing clients to link outside accounts for one holistic view of their household.
Mobile accessibility.