Planit Community Edition

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PlanPlus Planit Community Edition is the FREE level of the PlanPlus financial planning software. This is a global solution and currenty available in English, French, Spanish and Chinese. It has been localized with many of the rules for over 50 countries around the world. It includes:

Customer Information

Add and maintain unlimited number of clients from any 0f 50 supported countries and multiple languages.

Planning Calculators

Capital Needs

Risk Management


Retirement Income

Debt Management

Word Documents

  • Investment Policy Statement

Other Features

  • User Guide in Planipedia
  • Case studies, exercises in Planipedia
  • Recorded eLearning in some languages

PlanPlus Planit Upgrade Options

  • Professional Level
  • Advanced Investment Planning
  • Morningstar data
  • FinaMetrica
  • Life Goals Planning