Planswell
HQ Address
100 Lombard St. 4th Floor, Toronto, ON M5C 1M3, Canada
Website Address
Business introduction
Planswell is the 1st to enable consumers to get a full financial plan online for free in just 3 minutes
Plans normally take 2+ meetings and 20+ hours of a financial planner’s time. We've hugely scaled up the # of plans and thus leads we can deliver to our insurance, mortgage and investment partners
We've successfully had 1,000s of people create plans each day. We've also shrunk the cost per lead dramatically compared to what it usually costs financial institutions to capture a genuine client lead.
Essentially, Planswell combines computer algorithms and human financial planners to provide holistic financial advisory and products across investments, insurance and credit. This approach saves clients money and time and enhances their financial outcomes.
We're the world's first company to allow people to create a financial plan online by themselves for free in 3 mins. We can do 1,000s of plans a day, either directly under the Planswell brand our via licensing of our financial planning technology to our financial institution business partners.
Planswell was chosen as one of LinkedIn's top 25 Canadian startups of 2018 (number 11).
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....
