Your future, perfectly planned.
Premium retirement planning with AI: projections, personalized recommendations, and advisor-ready tools.
No credit card required • Secure & private.
See your future
Interactive projections that show how decisions today affect your retirement.
Smart recommendations
AI-driven actions to optimize savings, taxes, and withdrawals.
Advisor-ready
Tools & reports built so financial advisors can confidently offer Planexia to clients.
Powerful features for your financial future
Everything you need to plan, optimize, and achieve your retirement goals.
AI Projections
Accurate, interactive lifetime cashflow projections powered by advanced AI.
Scenario Simulator
Stress-test your plan with market shocks, inflation changes, and life events.
Tax-aware Optimizer
Reduce tax drag with smart withdrawal timing and account optimization.
Quebec-Specific
Accurate QPP, OAS, and Quebec provincial tax calculations.
Export Reports
Generate professional PDF and Excel reports for yourself or your advisor.
Secure & Private
Bank-level encryption. Your data is never shared without consent.
Built for financial advisors.
Offer Planexia as part of your service. Get advisor-grade reporting, client dashboards, and secure integrations to manage multiple client plans.
- White-label reports with your branding
- Multi-client dashboard
- API access for integrations
- Priority support
Trusted by advisors & users
"Planexia gave our clients a clarity they'd never had — visual, actionable, and trustworthy."
"Finally, a retirement planning tool that actually makes sense. The AI recommendations are spot-on."
"The scenario simulator helped me understand exactly how market changes could affect my retirement."
Simple, transparent pricing
Start free — upgrade when you need more power.
Free
Get started with basic retirement planning
- Basic projections
- Single scenario
- Quebec tax calculations
- PDF export
Pro
Advanced features for serious planners
- AI-powered projections
- Unlimited scenarios
- Tax optimization
- Excel exports
- Priority support
Advisor
Enterprise features for financial advisors
- Multi-client management
- White-label reports
- API access
- Dedicated support
Your data is protected
Ready to plan your future?
Join thousands of Canadians who trust Planexia for their retirement planning.
No credit card required