Planium Pro

Planium Pro

Levant Software Technology
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About

Premium Strategic Business Planning Software for professional users and individuals. As a business advisor, accountant or consultant, create tailored plans for clients using Planium Pro’s powerful inbuilt analysis tools – without allocating excessive resources or extra staff. Work from anywhere and create a business plan to optimize growth. Produce an investor ready winning business plan quickly and easily with the use of engaging charts, diagrams and comprehensive report.

About

Wealth.com is a modern, advisor-led estate-planning platform designed for clients across the wealth spectrum, offering a full workflow from understanding a client’s estate to optimizing and managing it over time. The platform’s core capabilities include Ester AI, which quickly extracts and visualizes data from complex estate-planning documents, enabling advisors to create clear, client-ready summaries and charts; a Report Builder that delivers visual reports to support planning decisions; a Scenario Builder that lets advisors model, compare and optimize planning strategies such as tax outcomes or generational transfers; and Document Creation tools that generate professional, attorney-grade legal documents and diagrams in minutes. Additional features include dynamic flow-charts, secure file storage, family-tree mapping, action-item tracking, and integrations with 20+ financial and CRM platforms such as Salesforce, eMoney and Orion.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accountants, business advisors, SMEs and startups

Audience

Financial advisors, wealth-management firms and estate-planning professionals seeking a tool to deliver scalable, high-quality estate-planning services and retain clients over generations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$ 10 per user per month
Monthly: $ 35 per month
Annually: $ 20 per month

60-day risk free money-back guarantee

https://www.planiumpro.com/pricing-professional/
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Ease of use, and comes with all features I need to output a business plan. The software is cloud-based, so i can login and use with any of my device. After sale Customer service is also very helpful.

Cons

  • Its good if could provide more template themes to let customer choose.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Levant Software Technology
Founded: 2017
Australia
www.planiumpro.com

Company Information

Wealth.com
Founded: 2021
United States
www.wealth.com

Alternatives

Alternatives

Align

Align

Align Technologies
STRATWs ONE

STRATWs ONE

Siteware
Jira

Jira

Atlassian
ESM+Strategy

ESM+Strategy

ESM Software Group

Categories

Categories

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Business Plan Features

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Dashboard Features

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

Addepar
Black Diamond Wealth Platform
Charles Schwab
Coinbase
MYOB
MYOB AccountRight
Orion
QuickBooks Online
Redtail CRM
Salesforce
Wealthbox
Xero
Zillow
eMoney

Integrations

Addepar
Black Diamond Wealth Platform
Charles Schwab
Coinbase
MYOB
MYOB AccountRight
Orion
QuickBooks Online
Redtail CRM
Salesforce
Wealthbox
Xero
Zillow
eMoney
Claim Planium Pro and update features and information
Claim Planium Pro and update features and information
Claim Wealth.com and update features and information
Claim Wealth.com and update features and information