Pricing

Flexible plans that fit the dynamic needs of your advisory practice

Most popular
PlannerPro
Perfect for advisors who are looking for collaborative planning solutions for a few clients and prospects.
$990 / 10 PlannerPlus plans and 40 Basic plans
Billed annually per advisor
Sign up
  • Access for one advisor to manage clients and prospects and collaborate on plans
  • Up to 10 PlannerPlus plans for access to in-depth planning features
  • Up to 40 Basic plans to invite prospects to create plans and engage
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Scale
For firms who will need more than 10 PlannerPlus and 40 Basic plans. Let's talk about a solution that will fit your needs.
Get in touch
We'll put together a solution that will fit your firm's needs.
Contact Our Team
  • Call us (888) 995-2080

Insightful. Delightful. Engaging.

Give your clients a new way of building financial wellness. Our Planner is built to support learning through exploration.

Key Features

  • Fully collaborative experience with clients and prospects using your Co-Branded Planning Platform
  • Analyze client plans with tools like the Client Overview Summary, Financial Wellness Metrics, and Insight reports.
  • Optimize your client’s planned Roth conversions with our Roth Conversion Explorer
  • Prepare comprehensive retirement & tax plans
  • Compare strategies using the Social Security Explorer
  • Analyze future spending with the Detailed Budgeter
  • Access to comprehensive insights to support collaborative planning discussions
  • Analyze direct comparisons between multiple planned scenarios
  • Support team and on-demand courses for you and your clients