Sovelian

Retirement planning, grounded in evidence.

Historical and Monte Carlo research, taxes, guardrails and estate flow in one advisor workspace.

Sign in

Advisors and clients use the same sign-in.

Email Password

Forgot your password?

Reset your password

Enter your login email. If it has a Sovelian login, we’ll email a link that works for 30 minutes.

Email

Back to sign-in

Choose a new password

You’ll be signed out everywhere. Two-step sign-in stays on if you use it.

New passwordAt least 12 characters with upper- and lower-case letters and a number. Confirm new password

Set up your firm

Create the first administrator. This is only offered once, on the computer running Sovelian. After this, every page requires sign-in.

Firm name Your name Email PasswordAt least 12 characters with upper- and lower-case letters and a number. Confirm password Advisors must use our firm’s email domain Setup codeFrom the server’s deployment settings (SOVELIAN_SETUP_TOKEN).

Not now — keep working locally without sign-in

Two-step verification

Enter the 6-digit code from your authenticator app. Lost your phone? Use one of your recovery codes.

Code

Use a different account

Protect your account

Two-step sign-in keeps your account safe even if someone learns your password. Install Google Authenticator or Microsoft Authenticator on your phone, choose Add account → Enter a setup key, and enter this key (time-based):

…Open in authenticator app

Then enter the 6-digit code it shows

Save your recovery codes

Each code works once if you lose your phone. Store them somewhere safe, such as a password manager. They will not be shown again.

Two-step sign-in is on

Each sign-in asks for a code from your authenticator app. Recovery codes left: .

To turn it off, enter a current code

Choose a new password

Your login uses a temporary password. Choose your own to continue.

Current (temporary) password New passwordAt least 12 characters with upper- and lower-case letters and a number. Confirm new password