Empower your clients with Planexia
Professional-grade retirement planning tools that help you deliver exceptional value to your clients while growing your practice.
Built for your workflow
Everything you need to serve clients better and grow your practice.
White-label Reports
Professional PDF and Excel reports with your branding. Impress clients with polished, detailed retirement projections.
Multi-Client Dashboard
Manage all your clients from a single dashboard. Track progress, send invitations, and monitor plan updates.
API Access
Integrate Planexia with your existing tools. Our API allows seamless data exchange with your CRM and planning software.
Secure Collaboration
Bank-level encryption and PIPEDA compliance. Your clients' data is protected with the highest security standards.
Priority Support
Dedicated support team for advisors. Get help when you need it with priority response times.
Advanced Analytics
Deep insights into client portfolios and retirement readiness. Make data-driven recommendations with confidence.
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."
Request a demo
See how Planexia can help you deliver better service to your clients.