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Each day, thousands of Canadians build a financial plan, SMS validate their number, and stand by for your call...

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Pre-qualified intros

Using machine learning, we attract and distribute users most likely to implement their plans.

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Remote and mobile ready

Access, make changes, and walk them through their plan, over the phone in real-time.

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Manage your opportunities

View, sort, disposition, and make notes on all of your households in one easy interface.

FEATURES

Unbelievably user friendly

No other company attracts new users to build entire plans at this rate.

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Holistic done right

Know when to retire, how much to draw, where it will come from, and how to get there.

  • Tax optimized RRSP, TFSA, RESP, & Non-Reg allocation
  • Precise Term Life, Critical illness, and Disability recommendations
  • Debt optimization, mortgage refinancing, and real estate strategy
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200,000 plans built

Thousands of clients have implemented plans around the world, many on the very first call. Most users own real estate, have kids, earn six figures, need insurance, contribute to RRSPs, and are not currently satisfied with their advisors.

The Planswell user experience has been incredibly optimized to discover, educate, and onboard new clients faster and with better advice than anywhere else.

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Proven conversions

Our team has trained advisors how to onboard Planswell users in 6 countries so far.

  • We hired top experts from multiple remote-selling industries
  • Scripting was refined over tens of thousands of client calls
  • Closing rates increased 400% over the last two years
  • Top producers say it’s the best sales training they’ve ever had

TESTIMONIALS

Enthusiastically satisfied advisors

Read what Planswell Partners are saying about their experience on the platform


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PRICING

Start right now - Risk Free!

Your membership is 100% refundable for the first seven days.

Green
$549
monthly
  • Unlimited planning engine use
  • Platform Client CRM
  • Client Document Management
  • 10 exclusive new users with financial plans per month
  • Verified user phone numbers
  • Email support
  • Live training webinars + on-demand replays
  • Knowledge base
  • Town Hall Live & on-demand recording
  • Cancel anytime, no obligation
  • +One time $199 for setup & training
Select billing Province:
I accept the terms of service

Gold
$899
monthly
  • Unlimited planning engine use
  • Platform Client CRM
  • Client Document Management
  • 25 exclusive new users with financial plans per month
  • Verified user phone numbers
  • Consumer-Initiated Intros
  • Priority Email support
  • Live training webinars + on-demand replays
  • Knowledge base
  • Town Hall Live & on-demand recording
  • Planswell Gold partner badge for your website
  • Cancel anytime, no obligation
  • +One time $199 for setup & training
Select billing Province:
I accept the terms of service

Platinum
$1599
monthly
  • Unlimited planning engine use
  • Platform Client CRM
  • Client Document Management
  • 50 exclusive new users with financial plans per month
  • Verified user phone numbers
  • Consumer-Initiated Intros
  • Priority Email support
  • Live training webinars + on-demand replays
  • Knowledge base
  • Town Hall Live, on-demand recording
  • Planswell Platinum partner badge for your website
  • Cancel anytime, no obligation
  • +One time $199 for setup & training
Select billing Province:
I accept the terms of service

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Planswell is an amazing product with very helpful advisors! I pride myself on being knowledgeable about money management, but I learned more in my first phone call with a Planswell representative than I had learned on my own in a whole year. I am completely satisfied with Planswell and more especially with their staff who are incredibly knowledgeable and very happy to educate those interested in learning more. I highly recommend them.
Melissa C.
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I came across one of their surveys online and liked some of the recommendations they made so I went in to see one of their financial planners. When I got there they taught me so much about what I needed and why I needed it. I highly recommend anyone to ask advice with these guys. Experience and value wise I’d take them over a major bank every single time.
Christopher T.
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I was referred by my most financially savvy family member, and I can easily see why! My investment strategy has already benefited hugely from Andy Cosby's expertise, and it's exciting to see what can be achievable with an informed financial plan in place. Looking forward to working further with the team!
Christine S.
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As a divorce mediator, I can confidently say that a financial company like Planswell is long overdue. I feel comfortable when referring clients as I know they will get honest, valuable and beneficial advice. Plus, they will be treated with sensitivity and care! Keep up the great work!
Laura T.
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