Build interactive financial plans
Set the right goals together with your client
Create beautiful investment proposals in collaboration with your clients. Work together to set goals, target returns, timeframes and risk levels. You’ll find building plans a breeze with our flexible framework and third-party integrations.
Integrate with your existing processes
Plan adapts to your firm
Every firm has their own unique advice proposition, with the software and processes to deliver it. Plan is built to work in harmony with your firm, synching everything so that you, your colleagues and your clients are always on the same page.See planning integrations
Collaborate every step of the way
Secure messaging and document sharing
Interact with your clients when it matters most. Suggest strategies, create what-if scenarios or simply check-in. The client-adviser hub ensures that you can interact with clients in context, allowing the advice to flow naturally.
Goodbye long-form text and jargon
Hello intuitive and engaging visualisations
Create visually striking goals, plans and suitability reports that really tell a story, allowing your advice to shine. Your message and advice recommendations, but in a style that’s intuitive and engaging for your clients. Long-form text just can’t do your advice justice.