PlanFacts performs millions of calculations behind-the-scenes, and presents complex financial concepts with an elegant simplicity.
No training needed to get started. Minimal inputs produce powerful conceptual results.
Professionally Designed Reports
Easy-to-understand output reports designed with the consumer in mind. Customize each presentation based on your client's unique needs.
Flexible Pricing + Free Trial
Purchase products individually, or take advantage of PlanFacts Product Bundles and save over 60% compared to individual subscription prices. Each subscription includes a risk-free 14-day free trial period.
Easily track prospects and manage clients from your dashboard. Client data is shared between tools, making it easy to create new cases from existing clients.
PlanFacts tools are integrated with industry leading quoting and illustration tools, CRMs and eApps.