Apps For Financial Planners

Transform your financial planning business with a Android and iOS financial planning app crafted by Platfio. We specialise in creating affordable, potent, and user-friendly financial planning apps for financial planners. The best part? Your financial planning app will be ready in under a week. Dive into the digital age with Platfio and see your financial planning client’s engagement soar!

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Financial Planner App

Why Custom Apps?

Custom apps are today's benchmark for exceptional customer experience. Consider this: every leading company has its own app. Take Facebook, for example – isn't the app more convenient and engaging than the website? Apps enhance customer interaction and streamline business operations. Now, we're bringing this gold-standard directly to every industry making custom apps not just a luxury, but an accessible tool for your success.Financial Planner App.

Affordable Pricing

Get ready to be amazed with our collection of incredible starter templates, crafted just for you!

Can’t find exactly what you need in our templates? Don’t worry! Explore our platform builds where the sky’s the limit. With us, custom features beyond the template offerings are just a thought away – quickly and easily tailored to your vision.

What Can Your App Do?

Financial Health Assessment

Offer each client a tailored financial health dashboard, presenting a comprehensive overview of their finances, including savings, investments, liabilities, and net worth. This unified perspective supports smarter financial planning decision-making.

Convenient Client Onboarding

Streamline the onboarding process for new clients, enabling them to effortlessly set up profiles, upload essential documents, and begin their financial planning. A smooth and user-friendly onboarding experience greatly enhances client satisfaction and retention right from the start.

Educational Content

Platfio enables you to embed a learning center in your app, where clients can explore a wealth of educational materials on financial planning. This hub features articles, videos, webinars, and infographics, empowering clients to grasp financial principles, keep abreast of market trends, and make well-informed financial choices.

Secure Document Storage

With Platfio, securely upload and store key documents such as tax returns, investment records, and financial plans. This not only guarantees the safety of your data but also consolidates all financial documents in one convenient location, simplifying their management.

Confidential Communication

Utilize our secure communication feature to safely exchange sensitive financial advice and address client queries. This robust security builds client trust and protects confidential information.

Intelligent Notifications

Leverage automated notifications to remind clients about payment deadlines, tax filing dates, and investment opportunities. These timely reminders assist clients in adhering to their financial plans and prevent missed opportunities or late penalties.

Take a look at our pricing table below. It shows all the features you get with each plan for your app.

Why Platfio?

Your go-to platform for custom app development, akin to a modern-day WordPress but for apps! We've unveiled a series of starter templates tailored for popular businesses, including gyms. These templates provide an instant, industry-specific app solution. Plus, they come with endless possibilities for customization and growth, ensuring your app can evolve with your business.Financial Planner App

Don’t Settle For A Cookie Cutter App

Empowering businesses to break free from generic, ‘cookie-cutter’ apps by offering customized solutions that reflects your unique brand and specific business needs.

Ready in Less Than 1 Week!

Get your Platfio app up and running in just 1 week! Fast, efficient, and tailored to your needs.

Ever Evolving Looks & Features

We regularly update your app, ensuring it stays ahead with the latest features and optimizations for an ever-improving user experience.

Extensive Lessons and Support

We provide comprehensive lessons and dedicated support, ensuring you have the knowledge and assistance needed to maintain and enhance your app effectively.


Take Your Marketing to the Next Level

Experience the unexpected benefits of building your app with Platfio! Place your brand directly on your customers’ home screens. Imagine the power of integrating push notifications, email, and SMS into customizable, split-testable autoresponders. These not only streamline your CRM segmentation for future marketing but also drive more sales, more consistently, and more efficiently.

Push Notifications


Reach customers with Push

Instant customer engagement and high conversion rates.


1m ago

Reach customers with SMS

Direct delivery, high open rates and quick responses.


2m ago

Reach customers with email

Personalized content, cost-effective and nurtures long-term relationships.

One Simple System

Every app includes a powerful CRM and POS that works out-of-the-box. Automatically collecting valuable data and improving efficiency.

Unlimited Potential

Your app can integrate into anything and implement any feature. Platfio doesn't limit you, we empower you with simple and powerful tools.

Automate For Efficiency

Improve efficiency in your business with Platfio automations. In your app virtually anything is automate-able.

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Frequently Asked Questions

We are a small financial planning firm, is it worth investing in an app?

Absolutely, an app can be beneficial for businesses of all sizes. It can help streamline operations, provide a more personalized service to your clients, and potentially improve client engagement and loyalty, which in turn can increase revenue.

How can an app help improve our service to clients?

An app can serve as a direct channel of communication between you and your clients. It can provide them with real-time updates about their financial plans, market trends and also make it easier for them to schedule appointments, thus enhancing your service delivery.

We're not very tech-savvy. Can we still manage and maintain an app?

Yes, Platfio’s platform is designed to be user-friendly. You don’t need to have technical expertise to manage and update your app. Plus, Platfio provides ongoing support to ensure that you make the most of your app.

Our firm already has a website. Do we really need an app as well?

While a website is necessary, an app can provide a more personalized and convenient experience for your clients. It allows for push notifications, offers offline access, and can generally lead to increased engagement and loyalty from your clients.

We're concerned about data security. How does Platfio handle this?

Platfio prioritizes data security and employs advanced encryption methods to ensure all client data is secure. They comply with all relevant data protection regulations, providing you with the assurance that your client data is safe.

Can an app help us attract new clients?

Yes, having an app can make your firm stand out from the competition and can make it easier for existing clients to refer friends to your services. The convenience and superior user experience offered by an app can also attract potential new clients.

Next Steps

Press below to contact us or get started today!