Contact
Let us know what you need
We help advisory firms streamline suitability, modelling, and compliance workflows. Tell us about your firm and the outcomes you want to achieve.
Sales and walkthroughs
Book a walkthrough with our advisory specialists.
Security and compliance
Request our controls pack and data processing agreement.
Support
Existing customers can reach support at support@plannetic.com.
Frequently asked questions
Quick answers to common questions about Plannetic
Pricing is tailored based on your firm size and requirements. We offer flexible plans for solo advisers, small teams, and larger firms. Schedule a walkthrough to discuss your specific needs and receive a personalised quote.
Most firms are fully onboarded within 2-4 weeks. This includes data migration, team training, and workflow configuration. You'll have a dedicated onboarding specialist to guide you through the process.
Yes! We offer a 14-day free trial with full platform access. No credit card required. You'll be able to explore all features and run assessments in a trial workspace.
We integrate with major back-office systems, pension providers, and custodians. Current integrations include Intelliflo, FNZ, and standard data import formats. Custom integrations are available for enterprise clients.
Absolutely. We're Cyber Essentials certified and host all data in UK-based data centres. We use bank-grade encryption for data in transit and at rest, with comprehensive audit trails and role-based access controls.
Still have questions? Contact our team