Planolitix
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About Planolitix
Planolitix Overview
Planolitix is an innovative financial diagnostic tool that empowers clients to make more informed decisions about their future in real time with their Financial Adviser as navigator. It uses cashflow modelling to create a live visual representation of a client's financial world, providing insights into why advice should be taken and helping to bridge the gap between collecting information and creating a statement of advice.
Planolitix's 1 Product
Planolitix is an innovative financial diagnostic tool that empowers clients to make more informed decisions about their future in real time with their Financial Adviser as navigator. It uses cashflow modelling to create a live visual representation of a client's financial world, providing insights into why advice should be taken and helping to bridge the gap between collecting information and creating a statement of advice.
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