Custom Software for Your Financial Planner
Tools for financial planners to manage client portfolios, financial goals, and investment strategies.
No More Cookie-Cutter Software
Generic solutions hold your business back. When you work with a Platfio agency, you get software built specifically for how your financial planner operates—not a one-size-fits-all template that forces you to change your processes.
Platfio powers the next generation of software agencies, using AI to make custom software affordable for businesses of any size.
- 100% custom to your brand and workflow
- AI-powered development for faster delivery
- Affordable pricing for businesses of all sizes
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.
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
Ready to Get Started?
Sign up to connect with a Platfio agency that builds custom software for financial planner businesses like yours.