Not just retirement planning. Everything.
PlanBase is a complete Canadian financial planning platform. 20+ tools covering every aspect of your client's financial life — plus an exclusive Advanced Retirement Suite with 5 deep modules and Finn AI embedded throughout. Built for the advisor who wants to leave nothing on the table.
Explore all 20+ toolsComplete breadth.
Unmatched depth.
20+ tools for every planning conversation — plus an advanced retirement suite that goes deeper than any other platform in Canada.
20+ tools. Every angle covered.
Your AI retirement
plan analyst.
Finn reviews every retirement plan automatically — surfacing CPP strategies, tax optimizations, and withdrawal sequencing with full reasoning you can share with clients and explain to compliance.
Finn reads the full plan and identifies what's working and what isn't, in seconds.
Models deferral strategies and withdrawal sequencing to maximize lifetime after-tax income.
Finn shows its work — every recommendation includes the numbers behind it. Explain the reasoning to clients and stand behind it with compliance.
Run any what-if. Live, in the room.
Stop preparing static PDFs the night before. Scenario Lab lets you build side-by-side comparisons in real time, CPP deferral, early retirement, inheritance, job loss. Update the plan as the conversation evolves and show clients the impact instantly.
- Unlimited side-by-side scenario comparisons
- CPP/QPP deferral, RRSP strategies, early retirement, all modelled live
- Clients see their numbers change as you adjust assumptions
- Save and share any scenario directly from the meeting
- Integrates seamlessly with Finn AI for instant plan review
Make sure your client is doing everything optimally.
The Wealth Maximiser runs the optimal account-drawdown sequence, contribution strategy, and tax-event timing across all accounts simultaneously. It ensures your client isn't leaving money on the table anywhere, and shows you exactly how much they gain.
- Optimal withdrawal sequencing across RRSP, RRIF, TFSA, and non-registered
- Account contribution prioritization year by year
- CPP/OAS timing fully integrated into the optimization
- Tax bracket management and income smoothing
- Shows total lifetime benefit of the optimized strategy
Turn portfolio analysis into undeniable client conversations.
Portfolio Health Check scores any portfolio across risk alignment, diversification, cost efficiency, and return adequacy, making problems visual and impossible to ignore. Portfolio Comparison puts current vs. recommended side by side. Two tools no other platform has.
- Portfolio Health Check: proprietary scoring across 4 key dimensions
- Portfolio Comparison: current vs. recommended, visual and compelling
- Clients see exactly what needs to change and why
- Instantly generates client-ready report sections
- Builds the conversation that closes the recommendation
Clients submit their data. You review the plan.
Send a secure link and let clients complete their financial intake online at their own pace, including uploading statements, insurance documents, and tax returns. Everything flows directly into their plan. No double entry. No chasing paper.
- 256-bit encrypted, client data never touches unsecured channels
- Clients upload statements and documents directly
- Data maps automatically into the planning modules
- Eliminates manual re-entry and data-entry errors
- Available in English and French for bilingual practices
Switching is easier than you think.
Switching from another platform? Our built-in import tools handle the heavy lifting. Transfer your entire client base via CSV in minutes. Firm subscribers get dedicated migration support from our team, no disruption to your practice.
- Import clients from any platform via CSV export
- Automated data mapping, no manual reformatting
- Transfer hundreds of clients in a single import
- Firm subscribers get dedicated onboarding support
- No downtime, run both platforms in parallel during transition
Finn works beyond
retirement too.
Estate analysis, corporate strategy, and business succession planning all benefit from Finn's review. It flags issues you might miss and surfaces opportunities worth discussing.
Finn reviews probate exposure, beneficiary gaps, and estate equalization opportunities across all provinces.
Salary vs. dividend, retained earnings, and passive income thresholds reviewed automatically for incorporated clients.
Finn identifies key person insurance gaps, buy-sell structure issues, and estate freeze timing in the context of the full plan.
Built on real feedback.
What Canadian advisors say after making the switch.
“The portfolio comparison tool is a game changer. It saves me money on separate tooling and keeps everything in one place. The report generator is so clean and easy for clients to follow. 5 stars.”
“WOW. This is exactly what our industry has needed. Everything in one place, built for Canada, actually bilingual. I don't know why this didn't exist sooner.”
“I've tried every planning tool on the market. Nothing comes close for Canadian advisors. The depth of the retirement modules, the bilingual reports, Finn catching things I miss — it's the full package.”