VibePlan – Financial Planning for Modern Financial Advisors

VibePlan is at the forefront of integrating artificial intelligence into the financial advisory sector, redefining how financial advice is delivered. Our suite of AI-powered tools and solutions for financial advisors and personal finance are crafted with precision to elevate the advisory experience, providing financial professionals with a significant advantage in a dynamic industry landscape. Guided by a strong commitment to ethical and responsible AI utilization, VibePlan enables advisors to offer deeply personalized, insightful, and unbiased financial advice, setting new standards in client engagement and satisfaction.

At VibePlan we believe in a future where every financial decision is informed, unbiased, and tailored to the individual’s unique financial situation. Our purpose is to equip financial advisors with cutting-edge AI tools that streamline processes, enhance client engagement, and eliminate product bias, ensuring sound financial advice is accessible to all. Through innovation and technology, we’re dedicated to transforming the financial advisory landscape into one that is more inclusive, equitable, and focused on the client’s best interest.

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RazorPlan Financial Planning Software

RazorPlan is the leading comprehensive financial planning software program in Canada for independent financial advisors. Now I am not saying that because I was one of the founders of RazorPlan in 2012 or that I am the lead designer of the business logic, or because I have an equity stake in Nest Wealth the owner of RazorPlan. I say it because it is true.

RazorPlan’s DNA is all about creating value for the client, by making the complex simple. If you are a financial advisor that advises on personal and/or corporate financial strategies and want to add more value to more clients in less time, you need to check out RazorPlan.

Click here for a 30-day free trial.

SideDrawer

SideDrawer is a web and mobile based platform offering professionals, businesses, and individual users a simple and secure document management solution. I have been using SideDrawer personally since learning about it in the fall for 2021. I use it to manage and store all my personal and corporate documents, share information when needed and should I ever become incapacitated, my wife and children will find everything they need to manage my finances in one easy to access place.

If you are a financial advisor looking for a value-added service to help your clients protect, share, and organize all the work you do for them, you need to check out SideDrawer.

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Customplan Financial Advisors

Over my 40 plus year career as a financial advisor, I have been associated with several managing general agencies. Last year I made the decision to move my insurance book to Customplan Financial Advisors, an award-winning MGA, recognized by the industry for providing education, training, expertise and technology. Although I have known many of the leadership team at Customplan for many years, I was blown away by their commitment to the success of their advisors and the support they provide.

If you are a financial advisor looking for a firm that places planning and advice ahead of product and sales, you need to check out Customplan.

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