YOUR FINANCIAL DIAGNOSTIC TOOL

The smart
data collector

Planolitix redefines the adviser/client relationship, empowering clients to make more informed decisions about their future in real time, with their Financial Adviser as navigator.

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WHY ADVISERS SHOULD USE PLANOLITIX

Better advice. Better business.

Planolitix is a diagnostic analysis tool that uses cashflow modelling to create a graph-based picture of your client’s financial position at every stage of life.

Use analysis to improve
the quality of advice.

Now there is a tool that takes data collection to the next level. It creates a live, visual representation of a client’s financial world.

The financial modelling not only projects the current situation forwards, but allows for changes in income, housing, family and other anticipated plans over time.

Informative graphics make it easier for clients to understand the reasoning behind any advice. This generates trust in the process, improving the adviser/client relationship.

It empowers clients to make more informed decisions about their future with their Financial Adviser as navigator.

Evidence that advice is
suitable and meets regulation.

Regulation is driving change and advisers are looking at ways to meet these new expectations.

While experienced professionals have a good instinct for what a client needs and what product is best suited to meet those needs, they currently have very little process to evidence that their advice is suitable or results in a good outcome for clients.

Planolitix is a new smart way of collecting data, using an online platform that turns a clients financial information into a picture of where they’re heading. Not only does it provide insights into why advice should be taken, it also bridges the gap between collecting information and a creating a statement of advice.

Collaborate with other
financial professionals.

Planolitix has been designed with the flow of information in mind. Rather than passing on a referral where each financial professional repeats their own data collection, Planolitix has the ability to invite other professionals in either temporarily or permanently.

Using the custom ‘Scenario Builder’, each adviser can create different models to demonstrate the reasoning behind their advice before any decisions are made

One set of client data, in one place, everybody taking from it what they need, to do a better job than they did before.

No more advice in isolation.

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PLANOLITIX FEATURES

Everything in one place.

Planolitix is built to compliment your current process. Modules are designed to work with minimal input, or be as complex as you need them to be so you can create better advice.

Planolitix Overview

Planolitix takes data collection one step further. Using Lifetime Cashflow Modelling to create a graph-based picture of your client’s current financial position and project it forwards.

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Client Dashboard

A quick snapshot of a client’s financial picture in one place. Key figures and graphs make it easy to assess a client’s position during meetings or important phone calls.

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Income & Lump Sums

Model multiple income streams, or show the impact of changing incomes over time. Include lump sums such as downsizing homes in retirement, or an incoming inheritance.

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Expenses & Budgets

Client’s can track their current expenses, or build a new budget to improve their overall financial picture. Include one-off and recurring expenses like car replacements or overseas holidays.

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Property & Assets

Property & Assets not only includes the current value, but projects the potential earnings on investments. Show clients what KiwiSaver might be available for their first home, or to retire with.

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Mortgage & Projects

Mortgage & Projects not only captures the structure of existing loans, but also includes the ability to model future mortgages for houses or large renovation projects.

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Investment Property

Assess the quality of a client’s investment property portfolio. Each property has it’s own capital gain and yield assumptions, as well as the ability to update tax assumptions.

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Insurances

Analyse a client’s potential life insurance needs and project the impact of a lump sum insurance payout. Client’s and regulators can easily understand the reasoning behind any recommendations.

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Cashflows

For the more advanced users, the tables section allows you to check the cashflows data.‹ See exactly how each input is dealt with in the software and how it changes from year-to-year.

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PLANOLITIX OVERVIEW DEMO

Quick Demo | Feature Pages

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Overview | A quick snapshot of the pages and sections within Planolitix.

ABOUT US

There wasn’t an intuituve off-the-shelf solution for financial modelling, so I designed my own.

ROYDEN SHOTTER — FOUNDER, CREATOR

Planolitix is a software company with a fresh perspective on how financial services can be delivered.

Founder and creator Royden Shotter is a practicing Financial Planner (CFPCM)  with more than 20 years of experience across mortgages, insurance, investment and retirement planning.

Where suitable modelling tools weren’t available, he built his own and spent the last 10 years refining it. This has now been transformed into an online platform to share with the rest of the Financial Adviser community.

PROFESSIONAL ADVISER PLANS

Financial diagnostics
for every adviser’s business.

Choose the right plan so you can collect data smarter
and bring confidence to any financial modelling.

PROFESSIONAL / PLUS
$350 /mo* Includes 1 adviser (+1 free admin staff)

Elevating your business with custom advice.

Features

  • Introductory Training
  • Personal Information
  • Property & Assets
  • Mortgage & Projects
  • Income & Lump Sums
  • Expenses & Budgets
  • Investment Property
  • Insurances
  • Scenario Builder
  • Client Sign-in
  • Reports
  • Advice Template Builder**
Sign-up to Professional / Plus
*Professional plans are GST exclusive and in NZD.
**Book ‘Advice Builder’ Consultation.
ENTERPRISE / PLUS
$250 per user /mo* For 2+ advisers (+1 free admin staff)

Growing businesses with bigger teams.

Features

  • Includes all features in Professional Plus
  • Extended Team Training and Ongoing Support
  • Custom Team Creation
  • Single Sign-on Login $POA
  • Segregated Database $POA
  • Advice Template Builder**
Sign-up to Enterprise / Plus
*Professional plans are GST exclusive and in NZD.
**Book ‘Advice Builder’ Consultation.
ADVICE TEMPLATE CONSULTANCY

Elevating your business profile with premium advice.

Let us help you create a Statement of Advice that is easy for a client to understand with all the benefits of linked Planolitix data.

ADVICE BUILDER / DISCOVERY
$250  /one-off* Advice discovery consultation to
understand your advice creation needs

Features

  • Advice Discovery & Consultation
  • Set-up your Advice Template
    in Planolitix
  • Template Formatting
  • Apply Data Hookups
  • Review Advice Structure
  • Editorial Content Analysis
  • Advice Template Training
  • Custom Content Consultation (2hrs)
  • Custom Copywriting
  • Compliance Integration $POA
Book Advice Builder / Discovery
*Pricing is GST exclusive and in NZD
*Payment by credit card only
ADVICE BUILDER / STANDARD
$2000 /one-off* Streamlining your advice templates
to advance your business

Includes

  • Advice Discovery & Consultation
  • Set-up your Advice Template
    in Planolitix
  • Template Formatting
  • Apply Data Hookups
  • Review Advice Structure
  • Editorial Content Analysis
  • Advice Template Training
  • Custom Content Consultation (2hrs)
  • Custom Copywriting
  • Compliance Integration $POA
Book Advice Builder / Platinum
*Pricing is GST exclusive and in NZD
*Includes 1 product template only
*Maximum 2 sets of revisions
*Additional support charged hourly
*Payment by credit card only
ADVICE BUILDER / PLATINUM
$POA /one-off* Elevating your business profile
with premium advice content

Includes

  • Advice Discovery & Consultation
  • Set-up your Advice Template
    in Planolitix
  • Template Formatting
  • Apply Data Hookups
  • Review Advice Structure
  • Editorial Content Analysis
  • Advice Template Training
  • Custom Content Consultation (2hrs)
  • Custom Copywriting
  • Compliance Integration $POA
Book Advice Builder / Platinum
*Pricing is GST exclusive and in NZD
*Multiple templates $POA
*Multiple sets of revisions
*Based on hourly rate
*Payment by credit card only
PERSONAL PLANS / PUBLIC

Take control and improve your financial position.

An effective tool to take the guesswork out of your future finances.

STARTER PLUS
$250 /year* A personal plan to get ahead and improve your household finances.

Features

  • Training Videos
  • Personal Information
  • Property & Assets
  • Mortgage & Projects
  • Income & Lump Sums
  • Expenses & Budgets
  • Investment Property
  • Scenario Builder
  • PDF Report
Sign-up to Starter Plus
*Personal plans are GST inclusive and in NZD.
We recommend using Planolitix with the support of an adviser. Let us know if you’d like us to connect you with one.
PREMIUM
$50 /mo* A personal plan for individuals serious about their property investments.

Features

  • Training Videos
  • Personal Information
  • Property & Assets
  • Mortgage & Projects
  • Income & Lump Sums
  • Expenses & Budgets
  • Investment Property
  • Scenario Builder
  • PDF Report
Sign-up to Premium
*Personal plans are GST inclusive and in NZD.
We recommend using Planolitix with the support of an adviser. Let us know if you’d like us to connect you with one.
TESTIMONIALS

What advisers are saying.

The ultimate know your client tool.

“Lifetime cashflow modelling should be at the heart of our client advice process. Clients benefit from greater clarity about their financial situation, enabling them to make more informed decisions. Advisers get a client for life.”

John Coltman, Coltman



“I believe Planolitix is the tool the industry has been missing.
It allows me to make tailor-made solutions that puts the client first, not the product. The analysis is so clear, and makes for compelling advice that my clients love.”

Shona Mookerjee, Insurance Market



“Through the interactive graphs, I work with my clients to explore their financial vulnerabilities and opportunities, giving them an indepth insight they’ve never had before. Planolitix gives me the framework to provide consistently high quality insurance advice that will support my clients over the long-term.”

Willi Olsen, LifeCovered



“Planolitix has been an incredible value add for my business.
My clients love to see their world mapped out using Planolitix.
I become the expert, building a strategy to achieve their goals.”

Jaime James, Jaime James

PLANOLITIX FAQS

Answers to your questions.

What you need to know about Planolitix.

  • Planolitix is primarily a data collection and analysis tool. There are a number of choices for workflow tools available on the market. We are in talks with a couple of CRM’s that are interested in possibly integrating Planolitix into their systems. If you are an interested in backing your CRM or workflow tools into the software, we are happy to work with CRM’s – contact us and we’ll see what’s possible.

  • Theoretically anything is possible. We are willing to work with CRM providers and engineer API’s out of Planolitix, but the CRM provider would also have to be willing to work us too.

  • Planolitix is designed with user functionality in mind and we think it’s fairly intuitive. There are also information and video buttons throughout the software. If you are interested in one-on-one training, contact us for options.

  • Ensuring that client’s data is secure is very important to us. We use Amazon Web Services, which are currently the gold standard for security. They are constantly updating to meet new security standards. We are considering dual factor authentication as part of the login process in the future.

    Also within the software, Planolitix administration cannot see any of your clients details.

  • There are plans for all sorts of extra functionality in the future. One being worked on currently is an editable and customised advice template.