Custom Software for
Your Financial Planner
Tools for financial planners to manage client portfolios, financial goals, and investment strategies.
One App That Runs Your Entire Business
Generic off-the-shelf solutions hold your business back. When you work with a Platfio agency, you get a fully custom application built specifically for how your financial planner operates — not a one-size-fits-all template that forces you to change your processes.
Your app is infinitely expandable. Start with what you need today, and add capabilities as you grow. Every feature is designed around your brand, your workflow, and your customers.
- 100% custom to your brand, workflow, and customers
- Infinitely expandable — add features any time
- AI-powered development for faster, affordable delivery
- Own your platform — no per-seat fees or vendor lock-in
Purpose-Built Features
Every financial planner app built by a Platfio agency includes features designed specifically for your industry.
Client Financial Dashboard
Provide clients a real-time view of their net worth and investments
Goal Setting & Tracking
Collaboratively set and track progress towards financial goals
Portfolio Management
Monitor investment performance and rebalance portfolios as needed
Secure Document Vault
Store and share important financial documents securely with clients
Business Benefits
Discover how a custom app can transform your financial planner business and give you an edge over competitors stuck on generic tools.
Holistic Financial Overview
Gain a complete picture of a client's financial health in one place
Improved Client Collaboration
Work with clients more effectively towards their financial objectives
Data-Driven Advice
Make informed recommendations based on real-time data and analytics
Enhanced Client Trust
Build stronger relationships through transparency and modern tools
Everything You Need, In One Place
Your custom financial planner app isn't just a single tool — it's an entire business platform. These capabilities come standard and can be tailored to exactly how you operate.
Point of Sale
Accept payments, process transactions, and manage sales — in-store, online, or on the go.
CRM & Client Management
Track every customer, lead, and interaction. Build relationships and close deals with a CRM shaped to your sales process.
Marketing & Campaigns
Run email campaigns, push notifications, and promotions. Handle all your marketing from inside your app.
Team & Task Management
Add unlimited team members, assign tasks, track progress, and manage roles and permissions across your organisation.
Booking & Scheduling
Let customers book services, appointments, or reservations. Automated reminders reduce no-shows.
Forms & Data Collection
Build custom forms for enquiries, onboarding, surveys, and intake. All submissions flow into your database automatically.
Custom Databases
Build databases for any purpose — inventory, products, contacts, records — and display them to users with search, filters, and exports.
Payments & Subscriptions
Accept one-time payments, recurring subscriptions, invoices, and deposits. Integrated payment processing with full reporting.
Analytics & Reporting
Real-time dashboards, custom reports, and business intelligence tailored to the metrics that matter to your financial planner.
Grow, Diversify & Streamline Your Business
Your app grows with you. As your financial planner evolves, add entirely new capabilities — turning your app into a platform that handles everything.
Online Courses & Learning
Create courses, tutorials, and training content for customers or staff.
Community Building
Build forums, discussion boards, and member communities around your brand.
E-Commerce & Digital Products
Sell physical or digital products, manage catalogues, and handle fulfilment.
Service Bookings
Add bookable services with availability calendars, deposits, and confirmations.
Subscription Services
Offer memberships, recurring packages, and subscription billing with automated renewals.
Client Onboarding
Automate intake forms, document collection, and step-by-step onboarding flows for new customers.
Workflow Automation
Automate repetitive tasks, approvals, notifications, and handoffs to streamline your operations.
Document & Contract Management
Generate, send, and track documents, proposals, and contracts from within your app.
Ready to Get Started?
Sign up to connect with a Platfio agency that builds custom software for financial planner businesses like yours.