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Plan

by Advicefront

beta

Supercharging the delivery of financial advice

Create interactive financial plans, dynamically generate suitability reports and collaborate with your clients every step of the way. Plan integrates seamlessly with your existing tools and processes to take your advice to the next level.

A representation of a Goal Card. This goal is named "Have a confortable lifestyle in retirement", it's the retirement type, has a projected outcome of 485300 pounds.

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.

Generate suitability reports in seconds

Templates are prepopulated with client data

Reclaim those lost hours spent rekeying client data with Plan’s dynamic suitability reports. Create individually personalised reports with the click of a button using information stored on your clients. With custom templates, you’ll be able to handle even the most complex cases.

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.

A representation of a Goal Card. This goal is named "Have a confortable lifestyle in retirement", it's the retirement type, has a projected outcome of 485300 pounds.

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.

World map composed by bullets (dots) with certain areas selected.

Request Access

The Advicefront team and our community of financial adviser beta testers are working hard to shape the final few features of Plan. If you would like to gain early access and take an active role in this process, leave your email and we’ll get in touch when you’ve reached the top of the list.