For Financial Advisors
You don't need another platform. You need a clear financial plan with real recommendations and focused next steps. A plan you feel good handing to a client. That's ClearPlan.
The Tool
Features
Upload your logo once. Colors extract and every plan format restyles itself.
Paste an eMoney summary or raw notes. The plan fills itself in for your review.
The plan renders live as you type. What you see is what the client gets.
Saved by client, versioned, and next year’s review starts with one click.
The Problem
Your planning software spits out a 40-page PDF full of projections with zero clarity on what happens next.
ClearPlan is not trying to replace your planning software. It is the thing that turns your work into something a real client can understand and act on. Simple by design, because simple is all you need.
How It Works
Enter your firm details and upload your logo. Takes two minutes and carries over to every plan you create.
Choose your plan format, then fill in the details. The preview builds as you type.
A polished, client-ready PDF. Email it before the meeting or hand it across the table.
Compliance
Pasting client details into a consumer chatbot creates a chat history on someone else's servers. That is a real Regulation S-P exposure. ClearPlan is zero PII by design, and even our optional AI drafting runs de-identified notes through a business API that does not train on your data. Nothing stored can identify a client.
Pricing
Free to start. No credit card. Your first plan takes less than 20 minutes.
Start for Free