Your edge in comprehensive financial planning.
PlanBase is not a retirement planning tool. It's the complete Canadian financial planning platform, 20 tools covering every aspect of your client's financial life, from TFSA and FHSA to business succession and portfolio analysis.
Built for financial planners, independent advisors, and firms who want to give truly comprehensive advice, run efficient client meetings, and demonstrate undeniable value.
Not one stone left unturned.
Most planning tools start and end with retirement. PlanBase covers everything, and Finn makes sure nothing gets missed.
Finn won't let you miss anything
Finn reviews every plan automatically, flagging gaps, OAS clawback risks, CPP optimization opportunities, and withdrawal strategies. Your recommendations will always be complete.
Live tools for real client meetings
Scenario Lab and Wealth Maximiser update in real time. Build comparisons, explore assumptions, and show results during the meeting, not days later.
Zero data re-entry
Encrypted client questionnaires collect full financial data and documents online. Everything flows directly into their plan, no re-entry, no friction.
Demonstrate undeniable value
Portfolio Health Check and Portfolio Comparison turn complex analysis into visual, compelling conversations. Clients see the value, and act on it.
Built on clear principles.
Built for Canada from scratch
Every calculation covers CPP/QPP, OAS, provincial tax rates, RRSP, TFSA, FHSA, RDSP, RESP, built ground-up for Canada.
Bilingual by design
The platform, questionnaires, and PDF reports were built bilingual from day one, including Quebec-specific terminology and IQPF (Pl. Fin.) references.
AI that works for you
Finn reviews every plan automatically, finding gaps, flagging opportunities, and making recommendations so nothing falls through the cracks.
Built for the client room
Live charts and Scenario Lab update in real time as you adjust inputs. Run what-if analyses and show clients their options during the meeting, not after.
Secure & Canadian data-resident
Client data stored on Canadian servers. 256-bit encryption, PIPEDA compliant. Encrypted questionnaires let clients submit documents safely online.
Transparent & no lock-in
Simple monthly pricing in CAD. No setup fees, no per-report charges. Cancel anytime, your data is always yours.
"Our mission is to give every Canadian advisor the tools to deliver truly comprehensive advice, and demonstrate undeniable value to every client."