View client plans
Quickly access all vital client information during meetings or to help family members manage major events.
Enables instant communication between you and your clients.
Invite clients via email
A pre-designed email campaign can help build client interest in PlanSecurely.
Get notified whenever a client makes notable changes to their documents or account.
Schedule regular check ins and other meetings with clients quickly and conveniently.
30-day free trial
Try PlanSecurely for 30 days, free of charge. What do you have to lose?
“Everything is easy with PlanSecurely. Now all I have to do is click to find all of my important documents! It gives me a lot more peace of mind.”--Gerald Wood
Get Started with your free Financial Advisor-Level Trial now.
Get to know PlanSecurely and the many features that will help your clients organize their documents and plan for major life goals and events more effectively.