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Planolitix

Planolitix

https://planolitix.com

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  • Review

What is Planolitix?

Planolitix is an innovative financial diagnostic tool that empowers clients to make more informed decisions about their future in real time with their Financial Adviser as navigator. It uses cashflow modelling to create a live visual representation of a client's financial world, providing insights into why advice should be taken and helping to bridge the gap between collecting information and creating a statement of advice.

Advantages

  • Project tracking
  • Collaboration tools
  • Time management
  • Resource allocation
  • Task prioritization
  • Custom reporting
  • Integration options
  • User-friendly interface

Company

location
San Francisco, California
founded year
2010
employee size
50-100
parent company
Planolitix Inc.

Reviews

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