Flexible Plans
PlanneXa Pricing.
Your clients' financial lives are complex. PlanneXa helps you see—and own—the whole picture, deliver more powerful advice, and secure lifelong relationships. Start wherever you are. Grow into who you're becoming.
Choose Your Plan.
With affordable PlanneXa options we have just the right plan for you.
Your 14-Day PlanneXa Trial
Start With Clarity. Stay for the Transformation.
Test-drive the tools that help you become the broker your competitors wish they could be—one who sees every liability, every cash flow pattern, every blind spot clients don't even know they have yet.
- 3 PlanneXa User Seat
- Core Cash Flow & Liability Dashboard
- Guided Onboarding
Professional
$209/mo
Where the Elite Mortgage Practice Starts to Scale.
Unlock the full diagnostic power that lets you step far beyond transactional advising. When you see the full financial picture, you become the broker clients never let go—and competitors can't displace.
- 3 User Seat
- Full Brand Customization
- Unlimited Lead Generation
- Unlimited Clients Plans
- Advanced Cash Flow & Liability Training
Enterprise
Price Custom
Built for Corporate Teams Expanding Legacy Success.
When your mission is to dominate your market, empower large advisory teams, and deliver holistic planning at scale, you need more than a tool. You need an infrastructure. PlanneXa Enterprise becomes your competitive moat.
- Custom Seat Count with Routing/Assignment Roles
- Full White-Label Platform
- Unlimited Lead Generation
- Unlimited Clients Plans
- Teamwide Cash Flow & Liability Mastery Training
- Dedicated Success Manager (Optional)
Don't Let Competitors Become the Ones Who Understand Your Clients Better Than You Do.
PlanneXa gives you the full financial picture your clients assume you already have—and expect you to use when guiding their future. The professionals who own that visibility become the ones who own the relationship.
The Future of Advisory Belongs to Those Who See More, Predict More, and Deliver More.
Step into a platform that expands your capacity, elevates your value, and strengthens every client relationship you touch.