Planolitix

Overview

Planolitix is an advanced diagnostic analysis tool intended to furnish financial consultants with a comprehensive cash flow modelling solution. The software generates a visual depiction of a client’s financial status, allowing advisers to assist their clients during all phases of life. Planolitix equips consumers with new features to facilitate informed decision-making, while furnishing advisers with the necessary tools to efficiently provide high-quality financial advice.

Technology Stack

Planolitix’ technology stack includes modern tools and frameworks for a user-friendly financial analysis platform. The back-end framework is Laravel, providing a sophisticated foundation for server-side activities and web applications. The front-end uses Vue.js for dynamic, responsive user interfaces, while Tailwind CSS ensures quick, customizable design and a visually pleasing layout. Stripe integrates for safe payment processing, allowing users to easily handle purchases on the platform. This combination of technology ensures a high-performance application, providing a seamless experience for financial advisers and clients.

  • Lifetime Cash Flow Modeling
  • Scenario Builder
  • Informative Graphics and Dashboards
  • Comprehensive Financial Analysis
  • Cash Flow Tables
  • Advice Templates
  • Standard and Lite Modes
  • Client Invites and Data Collection
Project Info

Category

Software

Client

Planolitix

Industry

Finance, SaaS

Stack

Laravel, Vue, TailWindCSS,Stripe

Conclusion

Key Features

Planolitix offers several important elements that improve team cooperation and project management:
Lifetime Cash Flow Modeling
Lifetime Cash Flow Modeling
Scenario Builder
Scenario Builder
Informative Graphics and Dashboards
Informative Graphics and Dashboards
Comprehensive Financial Analysis
Comprehensive Financial Analysis
Cash Flow Tables
Cash Flow Tables
Lifetime Cash Flow Modeling
Lifetime Cash Flow Modeling
Planolitix uses advanced tools to create a visual representation of a client's financial situation, forecasting future conditions and allowing scenario creation based on various life changes
Scenario Builder
Scenario Builder
This feature enables counselors to stress-test financial options, helping clients visualize the impact of different decisions for better decision-making.
Informative Graphics and Dashboards
Informative Graphics and Dashboards
The platform offers a comprehensive dashboard that combines graphs and key financial statistics, enhancing client understanding and trust in adviser recommendations.
Comprehensive Financial Analysis
Comprehensive Financial Analysis
The software models various financial aspects, including income tracking, budgeting, asset evaluation, loan management, property portfolio analysis, and life insurance needs.
Cash Flow Tables
Cash Flow Tables
Advanced users can access detailed cash flow tables to monitor financial inputs and year-to-year changes.
Advice Templates
Advice Templates
Advisers can create tailored advice templates that align with client financial data, ensuring compliance and maintaining high standards.
Standard and Lite Modes
Standard and Lite Modes
Planolitix offers "Lite" and "Standard" modes to accommodate users of varying experience levels, simplifying data collection and adviser training.
Client Invites and Data Collection
Client Invites and Data Collection
Advisers can invite clients to assist in data gathering, with customizable viewing and editing rights for efficient information collection before meetings.
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