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Why should you become a Planist subscriber?
Your subscription to the Planist portal gives you access to a host of financial planning tools that compliment and facilitate your everyday work. You can also mandate our multi-disciplinary team to create a tailored made and comprehensive financial plan for your clients.
Subscription Benefits:
- Unlimited access to our strategic analysis tools and calculators
- Access to a data mining tool (the Prospector) to uncover new business opportunities within existing and new clientele
- Archival of your financial planning illustrations in PDF format. Files are accessible at all times on our secured servers (Planist uses a sophisticated encryptions system for all client data and hosted at a secure site)
- PDF illustrations and plans created with Your personalized logo
- Various articles, strategies, and target market descriptions for each strategic analysis tool
- Online tutorials for each tool
- Provides with an analytical advantage over the competition