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What the press is saying about Planswell

January 22, 2023

Planswell Expands Free Offering to Retirees

Planswell, a financial services company, has expanded its capabilities to households already living in retirement.

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December 14, 2021​

Planswell Drops Fees For Financial Planning Software

Planswell is giving away its financial planning software for free, instead turning to business development and marketing to generate revenue.​

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October 8, 2019​

How Planswell is marrying AI with human relationships​

Financial planning platform believes it can embolden advisors to enhance their client offering​

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October 23, 2023​

Will you outlive your money? Here's how to find out​

Financial and estate planning isn't quick and simple, but there's no harm in testing the waters online for free.​

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*This information is for illustrative purposes only and is not legal or tax advice. The projections or other information generated by Planswell software regarding the likelihood of various outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future investment results. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities/insurance or mortgage products.