החברה הוקמה בשנת 2019 במטרה לאפשר לשחקנים הפיננסים בשוק להעניק שירות תכנון פיננסי איכותי ומתקדם באמצעות תוכנות ופלטפורמות דיגיטליות. בין היתר, החברה פיתחה פלטפורמה ייעודית וחדשנית לתכנון פיננסי וניהול עושר משפחתי. מטרת הפלטפורמה היא לאפשר למעניק השירות הפיננסי לבצע קפיצת מדרגה משמעותית באיכות ובמקצועיות השירות. על לקוחותיה נמנים : מתכננים פיננסים מורשים (CFP), מנהלי עושר משפחתי, בעלי רישיון שיווק/פנסיוני, יועצי השקעות, סוכני ביטוח, בנקאי השקעות פרטי, יועצי פרישה ומיסוי ועוד.
Plan-T, the premier platform for Certified Financial Planners (CFPs), financial advisors, and other financial professional enterprises. At Plan-T, we provide a comprehensive suite of services and a cutting-edge platform that empowers professionals in the finance industry to excel in their roles and deliver exceptional value to their clients.
Plan-T offers a seamless and intuitive user experience, ensuring our users can effortlessly navigate our robust set of tools and resources such as: Manage Long-Term Expectations, Interactive Retirement Planning, Insurance Needs Review, Account Aggregation, cash flow planning.
Our platform is designed to streamline financial planning processes, optimize investment strategies and assets allocation, and enhance collaboration between advisors and clients.
With hundreds of satisfied customers who decided to step forward and provide their customers with advanced financial planning, we wish to foster a dynamic community where knowledge sharing, networking, and continuous learning thrive. Plan-T enables advisors to stay ahead of the curve by providing access to alternative investment, industry-leading insights, real-time market data, and innovative technological solutions.
Join Plan-T today and unlock the full potential of your financial planning journey. Whether you are independent CFP, financial advisor, or an enterprise, our platform empowers you to make informed decisions, build strong client relationships, and generate immediate revenue growth.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Herzliya, Il
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.plan-t.org.il/
- Keywords
- Smart Financial Planning Platform.
- HQ
- Herzliya
Plant Questions
Plant's website is https://www.plan-t.org.il/
Plant's LinkedIn profile is https://il.linkedin.com/company/plant9797
Plant has
7 employees.
View email and phone details for 7
employees at Plant.
Plant's industry is
Financial Services
Plant's top competitors are
Venwag,
Trophy.inc,
The Service Wealth Management,
Bafi,
Beta Finance,
Com.media Production קומ.מדיה הפקות,
Schindler - Your Finance Team,
Danel Fc,
Dindex,
Domoteck Floor Warming Systems Inc.
Plant's categories are Financial Services
Plant's founding year is 2019
