
Planulife
Curated by SignalFinancial planning platform offering autopilot real estate investment solutions.
Overview
Planulife focuses on offering financial planners and advisors a range of solutions designed to improve client management and investment strategies. The platform includes services for real estate transactions, allowing users to engage in buying, selling, and investing in properties. Notable offerings comprise a complimentary realty plan, mortgage evaluation tools, and specific real estate investment opportunities. The primary audience includes individuals interested in achieving financial independence through real estate. Planulife incorporates technology and concierge services to manage the complexities of real estate transactions, while also ensuring compliance and facilitating communication through secure client portals and integrated APIs.
Key facts
- Founded
- 2017
- Headquarters
- Pickering, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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