PlanneXa: Engage Clients with “What-If” Analyzers
Empower clients to explore financial possibilities.
PlanneXa's "What-If" Analyzer helps Personal Finance Professionals (PFPs) model different cash flow and debt elimination strategies.
Integrate these insights into your client's financial plan to transform their financial future.
Situation Analysis
Deep dive into client finances.
The Situation Analysis reports on the client's financial affairs. It displays a snapshot of the client's:
The Situation Analysis reports on the client's financial affairs. It displays a snapshot of the client's:
- Net worth and monthly cash flow statements
- Home equity position
- Unsecured and secured Debt Analysis
Mortgage Analyzer
Help clients pay off their mortgages faster!
The Mortgage Analyzer lets you explore strategies to:
The Mortgage Analyzer lets you explore strategies to:
- Minimize interest payments
- Fast-track debt elimination
- Personalize debt payoff plans
Debt Analyzer
Guide clients to debt freedom faster!
The Debt Analyzer helps you explore different strategies, including:
The Debt Analyzer helps you explore different strategies, including:
- Prioritizing high-interest debts
- Tackling large debts first
- Fast-paying off smaller debts
- Utilizing the Cash Flow Index Strategy
- Manual debt sorting
Risk Analyzer
Recommend the right insurance for your clients.
The Risk Analyzer helps you:
The Risk Analyzer helps you:
- Customize coverage based on client needs and budget.
- Identify potential risks and ensure proper protection.
- Communicate recommendations easily through email or the PlanneXa app.
Cash Flow Improvements
The Cash Flow Planner
Optimizes client cash flow.
The Cash Flow Planner helps you:
Empower clients to take control of their finances.
The Cash Flow Planner helps you:
- Manage client finances to avoid overdrafts.
- Maximize cash flow for a brighter financial future.
Empower clients to take control of their finances.
Expense Analyzer
Finds hidden cash for your clients!
The Expense Analyzer helps you:
Empower clients to free up money for debt reduction or other goals.
The Expense Analyzer helps you:
- Identify unnecessary spending and boost monthly cash flow.
Empower clients to free up money for debt reduction or other goals.