I’m Raygar Khailany, CEO of PlanScout, and I want to share what we’ve been working on for the last year.
PlanScout is a fully outsourced financial plan development service for financial advisors. We create amazing financial plans and plan updates for your clients in 3-4 days for a fixed price, saving you time to grow your practice. PlanScout has its roots in SIPS, a groundbreaking tool pioneered by James Gallagher.
SIPS is the culmination of a decade of development, resulting in a versatile and powerful holistic financial planning tool reflecting collaboration with hundreds of advisors. This collaboration distilled the collective wisdom of the financial community industry into a single, powerful software solution.
PlanScout makes the power of SIPs software available to all advisors without the heavy lifting of constructing the plans in-house.
We acquired SIPS because we love the product and are passionate about helping advisors provide life-changing financial plans while growing their practices. Although SIPS is an exceptional tool (and don’t worry – SIPS is not going anywhere) we believe there’s room to innovate, saving advisors time and resources, and enriching the planning experience for clients.
Before the public launch of PlanScout, we spent over a year creating a structured and repeatable data-gathering, analysis, optimization and plan reporting process.
We reviewed over 30,000 plans created using SIPs and identified the repeatable, value-creating techniques to build great client financial plans.
Using our dedicated in-house planning teams, we are able to deliver exceptional plans with your branding and client information, all within a 2 to 4-day timeframe, ready for client presentation.
Our current clients can continue to use SIPs to create plans in-house or can work with our teams to have plans built by PlanScout.
Stay tuned for the future of planning
In the weeks to come, we will share exactly what makes PlanScout’s plans so powerful. In the meantime, be one of the first to see for yourself how PlanScout can provide even more value to your firm.
Want to connect? Feel free to book a meeting with me now and follow PlanScout on LinkedIn.
To your success,
Raygar Khailany & the PlanScout Team
