Great client plans, simply delivered.

ELEVATE PLANS

Grow your business.

Crafting great financial plans for advisors is all we do:

  • Get custom-branded plans, client delivered in 3 to 5 business days.
  • Impress your clients with an elevated experience and high-yielding recomendations
  • Increase your close rate & reduce churn with annual plan updates

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Time Saved

The average advisor spends 15 hours on a plan. PlanScout advisors spend 3.

DELIGHT YOUR CLIENTS 

Great Plans

Our planning techniques are consistently evolving to add more value to your clients:

  • Make an impact with beautiful and easy to grasp visuals
  • Capture your client’s goals and lifestyle needs to ensure confidence in retirement & beyond
  • Empower your clients by measuring success in terms they understand

Plans starting at $485 a month

Simply delivered.

We are in the relationship business, just like you. Interact with our planning experts who tailor plans to fit your preferences.

Seamless Financial planning

Why outsource financial planning?

Great Plans = Happy Clients

A great financial plan, updated annually ensures you stay in touch with changes in your clients earning and spending – ensuring your asset allocation and investment approach are aligned with their needs.

Life changing recomendations

Our plans show clients how to maximize the after-tax value of their lifetime income. We use simple illustrations to support timing of Social Security withdrawals, IRA conversions, annuity purchases and charitable giving.

Fast delivery

Plans are initially delivered in 3 to 5 business days from submission.

Custom to your practice

Our plans are tailored to your business. We can achieve great results using the products you recommend and use in your practice.

We're on your team

Meet live with our US team of dedicated relationship managers to fine-tune and finalize your client plan.

Our Blog

Staying Ahead of The Seminar Surge

Staying Ahead of The Seminar Surge

  It's September! Kids are back in school, summer vacations have come to an end (boo), and we’re all settling back into our routines. For many financial professionals, this return to normal is also the perfect time to reignite seminars and refill client...

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Our Customers

Using PlanScout not only helps clients get clarity, but it also sets us apart from the financial salespeople. I mostly work with clients with $1M or more and I plan to use PlanScout for all of my clients.”

Right now, I wear all the hats. My most valuable time is client face-to- face time because I’m the only one who can do that. PlanScout gives me more time back to meet with clients.”

Even in a firm like ours, we have 6 advisors and 15 support staff, PlanScout allows us to manage our headcount better.”

Try PlanScout for yourself, first plan is free