The modern platform for
faster, smarter financial plans.
Everything financial advisors need in one platform: projections, CPP/OAS, tax planning, AI insights, portfolio analysis, bilingual reports, and 20+ tools for every client meeting.
From client to plan in under an hour.
Most advisors spend 3–4 hours on a single plan across multiple tools. PlanBase cuts that to under an hour — without cutting corners.
Create a client profile
Add your client in under 2 minutes. Import from a questionnaire or enter manually — PlanBase is ready to plan immediately.
Run projections in parallel
Retirement projections, CPP/OAS optimization, tax scenarios, estate analysis — all in one session, no tool-switching required.
Let Finn AI review the plan
Finn scans every module, surfaces gaps, flags risks, and scores the plan before it ever reaches your client.
Export and present
One-click bilingual PDF reports in English or French. Clean, professional, and ready for the client room.
What changes when you switch.
Advisors who move to PlanBase replace multiple tools, cut plan time in half, and save over $2,000/year in software costs.
20 tools. Every angle covered.
Not just retirement planning, the complete Canadian financial planning platform for financial planners, independent advisors, and firms.
- Retirement Projections
- Wealth Maximiser
- Scenario Lab
- Estate Analysis
- Corporate Strategy
- Portfolio Health Check
- Portfolio Comparison
Proprietary scoring, side-by-side analysis, and client-ready reports. Tools you won't find anywhere else, and don't pay extra for.
Tools built for the client room.
Visual, live, and compelling, from portfolio health scores to real-time scenario comparisons and one-click bilingual reports.
Your AI retirement
plan analyst.
Finn reviews every retirement plan automatically — surfacing CPP strategies, tax optimizations, and withdrawal sequencing with full reasoning you can share with clients and explain to compliance.
Finn reads the full plan and identifies what's working and what isn't, in seconds.
Models deferral strategies and withdrawal sequencing to maximize lifetime after-tax income.
Finn shows its work — every recommendation includes the numbers behind it. Explain the reasoning to clients and stand behind it with compliance.
What Canadian planners say.
From independent financial planners to multi-advisor firms across Canada.
“Scenario Lab changed how I run client meetings. I build the comparison live on screen and the conversation closes itself. I went from 3-hour plan prep to under 45 minutes.”
“Enfin une vraie plateforme bilingue. Mes clients québécois reçoivent leurs rapports en français parfait — ça inspire confiance immédiatement et ça m'a fait économiser des heures chaque semaine.”
“The portfolio health check is something I've never seen anywhere else. Clients immediately understand what needs to change, and it starts the right conversation every time. Worth it for this tool alone.”