Empower your clients with Planexia
Professional-grade retirement planning tools that help you deliver exceptional value to your clients while growing your practice.
Built for your workflow
Everything you need to serve clients better and grow your practice.
White-label Reports
Professional PDF and Excel reports with your branding. Impress clients with polished, detailed retirement projections.
Multi-Client Dashboard
Manage all your clients from a single dashboard. Track progress, send invitations, and monitor plan updates.
API Access
Integrate Planexia with your existing tools. Our API allows seamless data exchange with your CRM and planning software.
Secure Collaboration
Bank-level encryption and PIPEDA compliance. Your clients' data is protected with the highest security standards.
Priority Support
Dedicated support team for advisors. Get help when you need it with priority response times.
Advanced Analytics
Deep insights into client portfolios and retirement readiness. Make data-driven recommendations with confidence.
What our users say
"Planexia finally gave me a clear vision of my retirement. The year-by-year projections are exactly what I needed."
Marie-Claire D.
Teacher, Montreal
"I saved thousands in taxes thanks to the optimization recommendations. The AI really understands Quebec rules."
Jean-François L.
Engineer, Quebec City
"As an advisor, I recommend Planexia to all my clients. The reports are professional and the calculations are always accurate."
Sophie Tremblay
Financial Advisor, Laval
"The scenario simulator helped me understand the impact of retiring 5 years earlier. Informed decision!"
Pierre M.
Executive, Gatineau
Request a demo
See how Planexia can help you deliver better service to your clients.