About Planimate
Planimate is a dedicated service platform designed for financial advisers, advice licensees, and Australian Financial Services Licensees (AFSLs).
Planimate is a dedicated service platform designed for financial advisers, advice licensees, and Australian Financial Services Licensees (AFSLs). It is designed to solve the inefficiency of traditional, lengthy paper-based Statements of Advice (SoAs) by transforming them into customized, bite-sized 90-second animated videos. By converting dense, multi-page financial reports into clear, visually engaging animated presentations, Planimate helps advisers improve client comprehension, drastically reduce presentation meeting times, and boost overall conversion rates. Developed under strict compliance parameters led by financial advice compliance experts, the service acts as a bolt-on solution that integrates directly into existing adviser workflows without requiring structural software overhauls.
Pros & Cons
- Saves advisers time by reducing lengthy face-to-face presentation meeting hours.
- Improves client engagement, retention, and decision-making clarity for financial plan
- Delivers advice videos via simple one-click links accessible across any mobile or desktop.
- Converts dense financial Statements of Advice into easy-to-understand animated videos.
- Ensures full compliance with Australian Financial Services Licensee standards.
- Availability is tailored primarily for the Australian financial advice regulatory market.
- Relies entirely on video format rather than offering interactive data manipulation tools.
- Lacks native mobile apps for iOS and Android platforms.
- Does not provide an automated in-app marketplace for third-party add-ons.
- Does not feature a self-service live chat or automated chatbot support.
Features
Key features
Built in accordance with Australian Financial Services Licensee regulatory standards.
Converts complex paper Statements of Advice into customized 90-second video presentations.
Shares animated advice videos to clients via an accessible, single-click web link.
Additional features
Delivers animated videos within days using a dedicated team of production staff.
Converts complex paper Statements of Advice into customized 90-second video presentations.
Built in accordance with Australian Financial Services Licensee regulatory standards.
Shares animated advice videos to clients via an accessible, single-click web link.
Tailors animations to match the unique advice points generated by the adviser.
Enables clients to view their animated financial advice anytime on any device.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Planimate
Planimate is a dedicated service platform designed for financial advisers, advice licensees, and Australian Financial Services Licensees (AFSLs).
Planimate Details
Planimate's In-App Market Place
Does Planimate have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
AUD
Pros & Cons
- Saves advisers time by reducing lengthy face-to-face presentation meeting hours.
- Improves client engagement, retention, and decision-making clarity for financial plan
- Delivers advice videos via simple one-click links accessible across any mobile or desktop.
- Converts dense financial Statements of Advice into easy-to-understand animated videos.
- Ensures full compliance with Australian Financial Services Licensee standards.
- Availability is tailored primarily for the Australian financial advice regulatory market.
- Relies entirely on video format rather than offering interactive data manipulation tools.
- Lacks native mobile apps for iOS and Android platforms.
- Does not provide an automated in-app marketplace for third-party add-ons.
- Does not feature a self-service live chat or automated chatbot support.
Planimate's Support Options
Email Address
info@planimate.com.auContact
1800 97 96 91Planimate's Alternatives
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