Simple, transparent pricing
Start free and upgrade when you need more power.
Free
Perfect to start exploring your financial future.
- Basic projections up to 40 years
- 1 scenario
- Quebec and federal tax calculations
- PDF export
- Email support
- No AI recommendations
- No Monte Carlo simulation
Pro
For those who want to optimize every aspect of their retirement.
- Unlimited projections
- Unlimited scenarios
- Personalized AI recommendations
- Monte Carlo simulation
- Advanced tax optimization
- Excel exports with charts
- Priority support
Advisor
For financial professionals serving multiple clients.
- Everything in Pro
- Multi-client management
- Custom branded reports
- API access
- CRM integrations
- Dedicated support
- Personalized training
Frequently asked questions
Is there really a free plan?
Yes! The free plan includes basic retirement projections, single scenario planning, Quebec tax calculations, and PDF export. It's perfect for getting started with retirement planning.
Can I cancel my subscription anytime?
Absolutely. You can cancel your Pro subscription at any time. You'll continue to have access until the end of your billing period.
What payment methods do you accept?
We accept all major credit cards (Visa, Mastercard, American Express) and debit cards through our secure payment processor.
Is my data secure?
Your security is our top priority. We use bank-level encryption (256-bit SSL) and are fully PIPEDA compliant. Your data is never shared without your explicit consent.
How does the Advisor plan work?
The Advisor plan is designed for financial professionals who want to offer Planexia to their clients. Pricing is customized based on your practice size and needs. Contact us for a demo and quote.
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