PlanEasy
Curated by SignalFinancial planning solutions enhancing accessibility and affordability for clients.
Overview
PlanEasy is a fintech company that focuses on providing solutions for financial planners and advisors. The company offers a variety of tools designed to assist professionals in client management and investment strategies. Its product range includes personalized financial plans, budgeting tools, cash flow planning, and retirement planning services, targeting individuals, couples, and young families. PlanEasy employs predictive analytics, robo-advisory services, and secure client portals to enhance the accessibility and affordability of financial planning. The company operates on a fee-for-service model, which is intended to provide unbiased advice. Additionally, integrated APIs are available to support data exchange across various financial services.
Key facts
- Founded
- 2017
- Headquarters
- London, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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