Powerful features for your financial future

Everything you need to plan, optimize, and achieve your retirement goals.

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.

AI-Powered Projections

Our advanced AI engine analyzes your financial data to create accurate, personalized projections. See how your decisions today will impact your retirement decades from now.

  • Year-by-year cashflow analysis
  • Inflation-adjusted projections
  • Multiple income source modeling

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Join thousands of Canadians who trust Planexia for their retirement planning.

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