Three plans. No meter running.
Unlimited plans and clients on every tier. No per-plan fees, no gated extras within a tier. Finn is included on every plan, and Finn Builder on Professional.
Book a 30-minute demo, then a guided 14-day free trial with full Professional access, Finn included.
Demo first, then a guided 14-day free trial
- Retirement projections with Monte Carlo
- Scenario Lab with live sliders
- Budget planner
- Insurance planning module
- Suite of financial calculators
- Wealth Maximiser
- Portfolio Health Check
- Portfolio Comparison
- Bilingual PDF reports (EN/FR)
- White-label branding
- Unlimited plans and clients
- Encrypted client questionnaires
- Finn, your planning associate (100 queries/month)
- Guide AI customer success bot
- Support (Email)
- Free migration assistance
Demo first, then a guided 14-day free trial
- Finn Builder: documents to plan, one thread per client
- Corporate document analyzer
- T2 corporate return extraction
- Holdco planning
- Salary vs dividend
- IPP
- CDA
- Corporate class
- Estate freeze
- Corporate insurance and estate planning
- Finn for business owners
- Finn, your planning associate (Unlimited)
- Support (Priority)
- Custom contract and 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.
| Feature | Essential | Professional | Enterprise |
|---|---|---|---|
| Retirement projections with Monte Carlo | Included | Included | Included |
| Scenario Lab with live sliders | Included | Included | Included |
| Budget planner | Included | Included | Included |
| Insurance planning module | Included | Included | Included |
| Suite of financial calculators | Included | Included | Included |
| Wealth Maximiser | Included | Included | Included |
| Portfolio Health Check | Included | Included | Included |
| Portfolio Comparison | Included | Included | Included |
| Bilingual PDF reports (EN/FR) | Included | Included | Included |
| White-label branding | Included | Included | Included |
| Unlimited plans and clients | Included | Included | Included |
| Encrypted client questionnaires | Included | Included | Included |
| Finn, your planning associate | 100 queries/month | Unlimited | Unlimited |
| Guide AI customer success bot | Included | Included | Included |
| Support | Priority | Priority | |
| Free migration assistance | Included | Included | Included |
| Finn Builder: documents to plan, one thread per client | –Not included | Included | Included |
| Corporate document analyzer | –Not included | Included | Included |
| T2 corporate return extraction | –Not included | Included | Included |
| Holdco planning | –Not included | Included | Included |
| Salary vs dividend | –Not included | Included | Included |
| IPP | –Not included | Included | Included |
| CDA | –Not included | Included | Included |
| Corporate class | –Not included | Included | Included |
| Estate freeze | –Not included | Included | Included |
| Corporate insurance and estate planning | –Not included | Included | Included |
| Finn for business owners | –Not included | Included | Included |
| Custom contract and SLA | –Not included | –Not included | Included |
| Volume discounts | –Not included | –Not included | Included |
| Dedicated onboarding manager | –Not included | –Not included | Included |
| Custom integrations | –Not included | –Not included | Included |
| Firm-wide admin dashboard | –Not included | –Not included | Included |
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.
See it on one of your own client files.
Book a 30-minute demo. Afterward we set up your 14-day free trial with you and walk through it on a real client file.