The Complete Growth Platform for Independent Advisors — Unlimited Reports, Lead Gen, Support, Training & More Trusted by 8,000+ Advisors with 214,000+ Reports Generated See Stonewood in Action
Software and Reports

Turn Conversations
Into Clients

Stonewood software helps financial advisors simplify complex retirement decisions through clear, client-facing reports.

From tax strategies to income planning to legacy maximization, every report is built to help prospects understand their options, trust your recommendations, and take action.

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Close More Business with Stonewood Reports

Easy to run. Easy to present. Pick the report that fits your next client conversation and we'll send a sample to your inbox immediately.

  • Roth Done Right Tax & IRMAA Analysis
  • Annuity Alpha FIA vs. Managed Account
  • Legacy Done Right Life Insurance Analysis
  • Total Tax Burden Retirement Tax Snapshot

Real insights
Practical strategies
Easy to present.

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Built for Real Client Conversations

  • Analyze taxes, income, legacy and more
  • Client-facing reports generated in minutes
  • Designed for in-meeting use
  • Built to turn prospects into clients

Explore Stonewood's Core Software

Roth Done Right

Show clients how Roth strategies impact taxes & IRMAA in retirement.

  • Powerful Roth conversion analysis
  • Analyze IRMAA, taxes and conversion pattern
  • Designed for high-value retirement accounts

Built for tax-focused conversations that drive action

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Annuity Alpha

Bring clarity to annuity decisions using real market-based comparisons.

  • FIA vs brokerage account analysis
  • Evaluate Income & Longevity Impact
  • Built to overcome common objections

Helps clients understand FIA value instantly

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Legacy Done Right

MAXIMIZE AFTER-TAX WEALTH - USING LIFE, ANNUITY AND ROTH STRATEGIE

  • Evaluate tax and IRMAA savings
  • Model legacy from Life or Roth/Life blend
  • Year-by-year scenario comparisons

Turns complex legacy discussions into clear next steps

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Total Tax Burden

Show your prospects their retirement tax bill - in under 60 seconds

  • Snapshot of taxes paid vs. taxes saved
  • Opens the tax conversation with clients and prospects
  • Can be run for every meeting in advance

Uncover your prospect’s tax problem - fast

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Reports Generated
114000+
Reports Generated
Minutes to Create a Report
2
Minutes to Create a Report
in revenue to advisors
Millions
in revenue to advisors
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Make Better Decisions, Faster

Stonewood software turns conversations into action. Visual reports simplify the decision and streamline the sales process.

  • Compare strategies for income, legacy, taxes and more
  • No tax returns or sensitive client information required
  • Easy to run, easy to present - so your clients can make informed decisions fast

Client-Facing Reports Built Around Real Planning Conversations

Tax & Roth Reports

Taxes are one of the largest, least understood risks in retirement.

Stonewood reports help you quantify taxes and IRMAA for your client - both during conversion strategies and over their lifetime in retirement. Optimize your client’s Roth conversion so they can clearly see the benefits and take action now.

Income & Annuity Reports

Overcome the #1 objection to annuities: Are they a good deal?

These reports evaluate the growth needed in a managed account to match the guarantees of annuity income strategies, helping clients quickly see the value of the approaches you’re recommending.

Legacy & Life Insurance Reports

Many savers have excess funds in their IRAs that will be passed to heirs as a legacy.

Stonewood reports help maximize your client's legacy through tax-free strategies that leverage Roth, life insurance and annuity appraoches.

Reports for Your Top Client Conversations

Tax Reports

Quantify and reduce your client’s retirement tax burden.

  • Roth Conversion Optimizer
  • Tax & Income Analysis
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Life Reports

Evaluate income and legacy potential across different account types.

  • Tax-Free Legacy Optimizer
  • Income & Tax Analysis
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Annuity Reports

Compare income strategies and address annuity objections with clarity.

  • FIA vs Managed Account Comparisons
  • Longevity & Growth Analysis
Learn More

Built for Client Meetings, Not Back Office Work

Most financial planning software delivers more data. Stonewood is built to deliver the right data - data that drives decisions fast.

  • Clear visuals clients understand instantly
  • No complex or technical report formats
  • Designed to sit between you and your client
  • Helps prospects take action faster

Pricing

Premium+ Membership

Includes our complete suite of software, lead gen tools and training.
One membership covers your entire team.
$329/month - includes unlimited reports

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Why Advisors Choose
Stonewood Software

  • Faster, clearer client conversations
  • Stronger confidence in recommendations
  • Better prospect conversion
  • More productive meetings
  • Increased wallet share

What Advisors Say

Look, I’m not here to sell Stonewood. I don’t get a cut of their fees. But I’ll tell you this: the numbers don’t lie. 40 of our top 50 producers all use Stonewood and it’s their difference-maker.

Luke

We started working with Stonewood through Creative in November. We had a goal to have our best 1st Q ever in revenue, and we did! I would attribute this to several key items: Stonewood produced PDFs do a wonderful job illustrating concepts that I have talked about, using a legal pad, for years. Using Stonewood mad things clearer for the clients and much better “leave behind” materials. Stonewood concepts are great at catching attention. This is the most difficult step in the process, so an enhancement in this area pays large dividends. Your partnership with Creative and the great people they have working with you saved us a great deal of time.

David

Since we got the software, we've written 28 pieces of business - nearly every person we've used Stonewood Software on. Currently 795k pending in target premium. it's a natural part of our process now.

Rocky

Could you let Eddie know that his assistance yesterday with a prospect “Nelson” seems to have made a huge impact and I believe they will be coming on board - $10m client. He was super helpful.

Mark

Became a member attended Innovate and promptly made an a additional 40k in revenue doing IUL business that I wasn't doing before. Adding "Stonewood made us a true Holistic planning firm"

Scott

Referred another member - Tony Filippone

Jeff

Very happy with coaching support on two large cases.

Donald

I had another piece of software that did IUL reports, but i cancelled it because of the whole suite of solutions you offer. They were like a bicycle, y'all are like a Porsche in comparison.

Gregory

Michael is a huge proponent of Stonewood, and mentioned that he's submitted 2 life applications and working on a third that he contributes directly to our software. In his words, we've made the fourth-quarter of his life take him exactly where he wants his business to be, and he thanks us for that.

Beth

Get a Free Report for Your Client

The best way to understand Stonewood is to see it in action.
We'll run a real report using your client scenario so you can experience the power of Stonewood reports in your next client meeting.

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Takes 30 minutes. Shows you how to close business faster.