Not your typical advisory firm
No jargon. No hidden complexity. No endless spreadsheets.
We're 100% focused on what matters: your clients.
Why Plannetic
Built for advisory excellence
We combine suitability, modelling, and compliance workflows into one platform so every decision is evidence-backed.
Trustworthy
Built by compliance professionals who understand the regulatory landscape. Every feature is designed with FCA expectations in mind.
Accessible
Enterprise-grade capability without enterprise complexity. Modern tooling that any adviser can use, regardless of firm size.
Foundational
We provide evidence-based advice infrastructure. Every recommendation is documented, every decision is traceable, every outcome is measurable.
Our Firsthand Experience
We've been on both sides of the table
We started looking for an investment management provider to help manage our own portfolios. What we found was frustrating: it was nearly impossible to see the actual results of our investments.
In 2019 and 2020, we worked closely with an advisory firm. We saw firsthand how much time advisers spent wrestling with spreadsheets, chasing documentation, and trying to demonstrate suitability. The tools available simply weren't built for the way modern advice works.
That experience became the catalyst for Plannetic. We realised that investment management firms and their advisers deserve better: clear visibility into outcomes, streamlined compliance, and tools that actually make their work easier.
“We built what we wished existed when we were clients looking for transparency, and what advisers told us they needed to serve those clients better.”
What we experienced
Opaque investment results
Couldn't see real performance against goals
Fragmented documentation
Evidence scattered across systems
Manual compliance burden
Hours lost to spreadsheets and admin
What we built instead
Transparent outcomes
Clear visibility into performance and goals
Unified evidence trail
Everything in one auditable platform
Automated workflows
More time for clients, less for admin
Time Savings
Reclaim hours every week
Traditional advisory workflows vs Plannetic's integrated platform. More time with clients, less time on admin.
On average across advisory workflows
Every decision documented automatically
Suitability, modelling, and compliance unified
Fair value & outcome monitoring built-in
Compare
How Plannetic compares
See how modern advisory workflows stack up against traditional approaches.
| Feature | Traditional Firms | Plannetic |
|---|---|---|
Suitability Evidence | Manual spreadsheets & Word docs | Automated documentation with audit trail |
Cash Flow Modelling | Separate tools or none | Integrated Monte Carlo simulations |
Compliance Audit Trail | Scattered files across systems | Unified platform with full history |
Client Portal | None or basic email-based | Modern branded experience |
Review Reminders | Manual calendar tracking | Automated smart workflows |
Consumer Duty Monitoring | Reactive, annual reviews | Proactive dashboards & alerts |
Suitability Evidence
Traditional
Manual spreadsheets & Word docs
Plannetic
Automated documentation with audit trail
Cash Flow Modelling
Traditional
Separate tools or none
Plannetic
Integrated Monte Carlo simulations
Compliance Audit Trail
Traditional
Scattered files across systems
Plannetic
Unified platform with full history
Client Portal
Traditional
None or basic email-based
Plannetic
Modern branded experience
Review Reminders
Traditional
Manual calendar tracking
Plannetic
Automated smart workflows
Consumer Duty Monitoring
Traditional
Reactive, annual reviews
Plannetic
Proactive dashboards & alerts
Our Journey
From consulting to platform
From regulatory consulting to a purpose-built regtech platform, our timeline shows the milestones that shaped Plannetic.
Foundation
Started as regulatory consultants helping advisory firms build FCA-ready governance and oversight.
- Audit-ready governance playbooks
- Early compliance delivery for regulated firms
Partner with us
Whether you are a single adviser or a national firm, we will tailor onboarding and support to your governance structure. Get in touch to discuss a plan that fits your operating model.