Planolitix
Pricing available on request
What is Planolitix?
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.
Advantages
- Project tracking
- Collaboration tools
- Time management
- Resource allocation
- Task prioritization
- Custom reporting
- Integration options
- User-friendly interface
Company
- location
- San Francisco, California
- founded year
- 2010
- employee size
- 50-100
- parent company
- Planolitix Inc.
Reviews
*Content has been generated by AI. May contain inaccuracies.
Already paying for Planolitix?See every other SaaS your team uses — while you grab a coffee.
Our AI reads your billing emails and surfaces every paid vendor, the monthly amount, the renewal date, and the license waste. No dashboards to set up. No signup needed for a preview. Read-only access.
AI reads your invoices
Same way you'd scan them yourself — but in seconds, across 2,000 emails.
Read-only access
Token-scoped to Gmail / Mail.Read. Revoke any time.
Inbox never stored
We persist only the extracted vendor summary.