Client-ready financial plans
in 20 minutes.
Build deeper plans in less time. From retirement projections and CPP/QPP/OAS optimization to estate planning, business succession, tax strategies, and investment analysis, with AI-assisted recommendations at every step, PlanBase helps advisors deliver more value in every client meeting.
14 days · No credit card required
From client to plan in about 20 minutes.
Most advisors spend 3–4 hours on a single plan across multiple tools. With AI-assisted planning, PlanBase cuts that to about 20 minutes, 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 with 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+ integrated tools, one workflow.
From retirement projections and CPP/QPP/OAS optimization to portfolio health checks, estate planning, business succession, and tax strategies. Every tool your practice needs is built in, with Finn AI embedded throughout.
Explore all 20+ toolsTools 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.