Planimate

Advisers are creating SoAs that are too long, which clients are subsequently not reading, thus locking themselves into lengthy SoA presentation meetings. In short, a highly inefficient advice delivery process! At Planimate, we revolutionise client engagement and save advisers’ time. We achieve this by creating clear, concise and catchy videos that bring your SoAs to life. Built on the back of almost 15 years’ experience in the financial advice and education and industries, Planimate is pioneering the complete replacement of traditional SoAs with our innovative videos. Check out our website to see how this ground-breaking solution can drive meaningful results for you, your practice, and your licensee.