Built by a financial planner. For the work planners actually do.
PlanBase was started by a financial planner who has built more than 1,000 financial plans and worked in several planning tools along the way. It is the platform that planner wanted on their own desk.
30-minute demo, then a guided 14-day trial on one of your real client files
Over 1,000 plans, and the same gaps every time.
A thousand plans teaches you where software lets you down. Rules that get rounded off at the provincial border. A client’s corporation bolted on as an afterthought, when it is often where most of the wealth sits. French reports that read like translations. And hours spent re-keying statements, T4s and tax returns before any planning can start.
Every tool solved part of the file. None of them held the whole file, in both languages, with numbers you could defend in the room. So the planning happened across a stack of tools, and the advisor became the integration layer.
PlanBase puts quick reports and full plans on one Canadian engine, and adds Finn, a planning associate that does the file work and leaves every decision with the advisor. It is built the way a planner works, because it was built by one.
- Financial plans built by our founder
- 1,000+
- Planning tools used in practice before PlanBase
- Several
- Jurisdictions modelled, in English and French
- 13
Planning for people without a planner, too
Our founder also runs financialtools.ca, free Canadian financial calculators for people who don’t have access to a planner. The same belief drives both: Canadians deserve planning that gets their province, their language and their situation right.
Visit financialtools.ca →Six principles behind the platform.
Canadian to the province
CPP and QPP, OAS, provincial tax, probate by jurisdiction, RRSP, RRIF, TFSA, FHSA, RDSP and RESP, modelled the way the CRA and Retraite Québec apply them.
Bilingual by design
The app, the client questionnaire and the client report were built in both languages from day one, with Québec terminology and IQPF (Pl. Fin.) references.
An associate, not an autopilot
Finn reads the documents, builds and checks the plan and drafts the report. The advisor approves every change, and every number comes from the engine.
Built for the client room
Scenario Lab and live charts update as you talk, so the what-ifs get answered in the meeting, not in a follow-up email.
Secure and Canadian data-resident
Client data stays on Canadian servers, encrypted in transit and at rest, and never trains AI models. PIPEDA and Québec Law 25.
Transparent, no lock-in
Flat pricing in CAD with unlimited plans and clients. No setup fees, no per-plan charges. Cancel anytime; your data is yours.
See what a planner would build.
Book a 30-minute demo. Afterward we set up your 14-day free trial with you, Finn included, on a real client file.