Reduce Admin by 85%
Stay 100% Compliant
The complete digital platform for modern financial advisors. Suitability assessments, Monte Carlo simulations, compliance management, and more.
Good morning, Adviser
Adviser Workspace
Total Clients
127
+3 this month
Assessments
89
12 pending
Reviews Due
8
2 overdue
Compliance
98%
All clear
Recent Clients
View allSarah Mitchell
Risk: 6/10
James Thornton
Risk: 4/10
Emma Richardson
Risk: 7/10
Experience Plannetic in Action
Try our core tools right here. Complete a suitability assessment, model cash flows, and run Monte Carlo simulations.
Assessment Outcome
Suitable
Assessment Sections
Comprehensive FCA-aligned coverage
FCA Thematic Review
Built to current regulatory expectations
Calculated Results
Net worth, risk flags, allocation
No account needed. Complete in 10 minutes.
Trusted by regulated firms
See the Difference
Every IFA faces the same bottlenecks. Here's how Plannetic eliminates them.
Hours lost to repetitive paperwork
An adviser spends 3 hours per client on manual data entry, document prep, and follow-up emails.
Automate 85% of admin tasks
The same process takes 25 minutes with auto-populated templates, digital workflows, and scheduled sends.
Everything You Need to Run a Modern Practice
Click any feature to learn how it was built, how firms use it, and how it meets FCA requirements.
Security You Can Evidence
Built for regulated firms. Every control is documented, auditable, and aligned to FCA expectations.
Cyber Essentials
UK Government-backed certification verifying our security controls meet national standards.
FCA Aligned
Built specifically for UK financial services with COBS 9, SYSC, and regulatory reporting.
GDPR Compliant
Full data protection controls with consent management, right to erasure, and data portability.
Consumer Duty Ready
Four-outcome monitoring framework with MI dashboards and remediation workflows.
Immutable Audit Trail
Every decision, change, and client interaction documented with timestamps and user attribution.
Infrastructure Security
Ready to Transform Your Practice?
Join hundreds of IFAs who have already made the switch. Start your 14-day free trial today.