plannerportal.com

What It Is

PlannerPortal is an online financial analysis and presentation tool from Financial Calculators, Inc, built for financial professionals. It primarily helps financial advisors enter client information, run needs analyses, generate professional PDF reports, and use quick calculators to answer client questions around retirement, college planning, insurance, debt, taxes, and more. The product is positioned more as “advisor sales support and financial planning presentation” software than as a full wealth management CRM.

Core Capabilities

Its core offering consists of two parts: 6 AdvisorNeeds database-driven needs analysis modules that can generate 8–12-page PDF reports, and 30+ AdvisorConcepts quick calculators for one-page interactive presentations, printing, or email sharing. Data only needs to be entered once and can be shared across multiple planning modules. Scenario Manager supports saving unlimited what-if scenarios for clients or prospects, such as adjusting inflation rates, investment returns, asset sales, or excluding Social Security income. Reports can be customized with a company logo, cover image, colors, and disclosure text.

Pricing

Pricing is very straightforward: $550 per year, paid annually by credit card, including access to a continually expanding tool library. There are no setup fees, no per-client charges, no per-plan fees, and no long-term contracts. Enterprise Home Office versions can receive discounts, but you need to contact sales.

Pros and Cons

The advantages are its clear vertical use case, predictable pricing, professional report output, and web-based access with automatic updates. Its website integration feature can embed secure information-gathering forms into an existing website, reducing the time advisors and clients spend collecting data. The enterprise version also supports adding, modifying, disabling, and enabling users, usage reporting, and maintaining a compliant message through non-editable PDFs.

The drawbacks are that the text does not disclose a free version or trial. On security, it only mentions secure data storage and secure forms, without specific compliance details such as SOC, ISO, or encryption. Third-party integrations appear limited to website form links, with no visible integrations for CRMs, custodial platforms, or financial data sources. There is also no mention of an API or developer support.

Who It’s For / Access from China

It is suitable for independent financial advisors, insurance/financial planning agents, and financial institution headquarters that want to provide compliant presentation tools uniformly across advisor teams. Access from mainland China is not covered in the text, so it is considered unknown.