Why Planwright?

The advice industry still runs on tools built for the back office. Planwright puts cashflow planning where it belongs-in the client meeting-with one system behind it.

Built for the meeting

Model what-ifs in seconds while the client watches. No leaving the plan to re-run assumptions elsewhere.

Built for the UK

UK tax wrappers, pension rules, and Consumer Duty requirements-not a US template with bolt-ons.

Client-first clarity

If a client cannot understand the plan, it is not doing its job. Visuals and reports are designed for the room, not the filing cabinet.

One system, no re-keying

Client data enters once and flows into every plan. Stop maintaining two versions of the truth across your stack.