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PlanLite
Privacy-first by design — zero client PII

Quick planning conversations.
Shareable client reports.

PlanLite is a lightweight scenario planner for financial advisors. Run a discovery questionnaire, model Monte Carlo outcomes live, and share an interactive read-only report with your client via QR code — all without storing a single piece of client PII.

Start planning

Live Monte Carlo

1,000-trial simulation runs in your browser as you adjust scenarios.

QR-code share

Generate a token-based link your client scans on the spot. No login.

No client PII

Plans identified by code only. No name, email, address, or DOB stored.