Planswell
HQ Address
100 Lombard St. 4th Floor, Toronto, ON M5C 1M3, Canada
Website Address
Business introduction
Calculate your max retirement income
Many people could spend more in retirement
We are striving to build the world’s safest & most inclusive place to work
Our goal is to achieve a culture that positively impacts our clients, partners, shareholders, competitors and everyone else Planswell reaches. We are also on a mission to provide the world’s most actionable financial planning experience to everyone, for free.
Planswell Solutions
Planswell
3 minutes later, you look like a genius Almost no one knows what to do on a monthly basis to maintain their lifestyle. Most will experience a significant lifestyle decline when they put their kids through school, when they retire, or because of something unexpected. Your plan will give you clear recommendations......
business needs
view solutionPlanswell for Advisors
Pre-built plans Using our proprietary engine we distribute users that have already created financial plans. Remote and mobile ready Access, make changes, and walk them through their plan, over the phone in real-time. Manage your opportunities View, sort, disposition, and make notes on all of your households in one easy interface....
