Change planning software without starting over.
Export your clients, import them into PlanBase, and let Finn rebuild the files from the documents and plans you already have. Keep your current platform until you’re comfortable.
Free migration assistance on every plan
Five steps, at your pace.
01Export your clients as CSV
Export your client list from your current platform as a CSV file. You: download the export.
02Import into PlanBase
The import maps the columns in your file to PlanBase client fields, so you don’t retype them. You: check the mapping.
03Finn Builder rebuilds the files
Finn reads client documents and existing plans and proposes the plan fields for each client, in one thread per client. Included on Professional. You: apply what’s right.
04Run both platforms in parallel
Keep your current tool for live client work while you get comfortable with PlanBase and compare results. You: move clients over as you go.
05Cancel the old tool when you’re ready
Once your files are rebuilt and checked, cancel your previous subscription. There’s no deadline from our side. You: decide when.
- Free migration assistance
- Every plan
- Finn Builder
- Professional
- Dedicated onboarding manager
- Enterprise
Firms moving several advisors get dedicated support through Enterprise.
You pay for the platform, not per plan.
Unlimited plans and clients on every tier. Building more plans, more scenarios or a second version for a client never adds to your bill.
- Plans from $76/month, billed annually
- Free migration assistance included
- A demo first, then a guided 14-day trial with full Professional access
Questions about switching.
No. Your current platform stays as it is while you import into PlanBase, and you only cancel it once your files are rebuilt and checked. Client data you bring into PlanBase is stored on servers in Canada.
Try PlanBase alongside what you use today.
Book a 30-minute demo. Afterward we set up your 14-day free trial with you and bring over a real client file together.