PlanningSolo provides a technology-driven, all-in-one solution for solo financial advisors to manage and grow their practices. Their mission is to empower these independent professionals with integrated tools for client relationship management (CRM), financial planning, compliance, marketing, and billing. By streamlining these core business functions into a single platform, PlanningSolo aims to reduce the administrative burden on advisors, allowing them to focus more on serving their clients and achieving a better work-life balance.

Founded in

Australia