Pricing
One plan. Everything included.
No per-plan fees. No dealer required. No gated tiers. Just one flat rate with every tool included.
Professional
The complete Canadian financial planning platform
14-day free trial
$149
/ month CAD
No credit card required
Compare billing options
Monthly
Monthly rate$149
Annual cost$1788/yr
BillingBilled monthly
AnnualBest value
Monthly rate$119
Annual cost$1428/yr
BillingBilled upfront annually
You save $360/yr
Everything included
- All 20+ planning tools
- Finn AI in every moduleExclusive
- Portfolio Health CheckExclusive
- Portfolio ComparisonExclusive
- Wealth MaximiserExclusive
- White-label branding (your logo & firm name)
- Retirement projections with Monte Carlo
- Scenario Lab with live sliders
- Estate & corporate strategy tools
- Encrypted client questionnaires
- Bilingual PDF reports (EN/FR)
- Unlimited plans — no per-plan fees, everExclusive
- Unlimited clients per planner
- Priority support
- Free migration assistance
Enterprise
For large firms and multi-branch practices
Custom pricing
Volume discounts, custom contracts, dedicated support, and firm-wide admin tools. Let’s talk.
Request a Meeting- Everything in Professional
- Custom contract & SLA
- Volume discounts
- Dedicated onboarding manager
- Custom integrations
- Firm-wide admin dashboard
Why flat pricing matters: Per-plan billing (common in dealer-channel software) creates a mental tax on thorough advisors — every scenario revision, every update costs extra. PlanBase removes that friction entirely. Run 1 plan or 500, revise as often as you need, and never think about the meter running.
FAQ
Common questions.
Yes — CPP, OAS, RRSP, RRIF, TFSA, FHSA, RDSP, LIF, and all provincial tax rates are built directly into the calculation engine. No workarounds, no manual adjustments.