Welcome to PlanLogix

We help other companies to streamline and scale up the delivery of their financial advice to consumers

Our Services

Tap into our niche expertise in designing end-to-end financial guidance solutions for end-consumers and financial advisors.

Consulting Services

We can help with creating a holistic overview of your financial guidance technology, or target specific areas for in-depth analysis.

Solution Architecture

We can assist with defining solution architecture for your financial advice/guidance solutions, following the industry's best practices.

AI Technology

Our team can help to outline technical solutions for your AI-related projects, with a wide range of business use-cases and speicif problems.
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PlanLogix as Your Partner

Financial Planning Expertise

Highly qualified and educated financial professionals have always been an integral part of the PlanLogix team. We provide valuable insights, backed by many years of related industry experience and a complete understanding of your practical needs.

Seasoned Technical Talent

Our team members bring decades of experience in developing financial systems and versatile knowledge in enterprise architecture, designing and running financial applications, which results in navigating any technical challenges with a high degree of confidence.

Trustworthy Vendor

We understand that it requires a high level of confidence to trust someone else with your business and we are committed to high standards of professional and personal integrity that result in healthy multi-year business relationships with our clients.

Continuous Innovation

It feels comfortable to continue to work the same way we always have, but the world is constantly changing. While respecting existing standards, we are constantly in search for new areas of practical and meaningful improvements in every-day business scenarios.

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Financial Guidance Edition

PlanLogix Blog, Industry News and Events

Read our blog and stay posted with relevant Financial Technology news from different sources.
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About Us

Based in Toronto, Canada, PlanLogix provides consulting services to financial services companies in the US and Canada, assisting them in streamlining and scaling up the delivery of financial advice to consumers.

Contact Us