Pricing
Three plans. No meter running.
Pick the plan that matches your book. No per-plan fees and no gated extras within a tier.
Essential
Personal-client planning, start to finish
$76/ month CAD
Billed annually at $912 CAD
You save $156/year
14-day free trial, no credit card required
Included
- 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 AI (100 queries/month)
- Guide AI customer success bot
- Support (Email)
- Free migration assistance
Most popular
Founding rate · ends Dec 30
Professional
Everything above, plus the incorporated client
$108/ month CAD
Billed annually at $1,290 CAD
You save $258/year
14-day free trial, no credit card required
Everything in Essential, plus:
- Corporate document analyzer
- T2 corporate return extraction
- Holdco planning
- Salary vs dividend
- IPP
- CDA
- Corporate class
- Estate freeze
- Corporate insurance and estate planning
- Finn AI business
- Finn AI (Unlimited)
- Support (Priority)
Enterprise
For large firms and multi-branch practices
Custom
Volume pricing from 10 seats
Everything in Professional, plus:
- 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 AI | 100 queries/month | Unlimited | Unlimited |
| Guide AI customer success bot | Included | Included | Included |
| Support | Priority | Priority | |
| Free migration assistance | 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 AI business | –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 |
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.