Planswell

What Planswell is

Planswell is financial planning software available through Android, iOS, and the web. It brings several planning activities into one service, including cash-flow modeling, goal planning, tax planning, scenario analysis, insurance planning, and investment planning. Cash-flow modeling represents movement of money, while goal planning organizes intended outcomes. Tax and insurance planning address those parts of a broader financial picture, and investment planning extends the service beyond everyday budgeting. Scenario analysis lets users examine different possibilities instead of relying on one projection. Planswell also includes a client portal for coordinating planning work with clients. Mobile apps and browser access provide multiple ways to use the service on supported devices. Its coverage across cash flow, goals, taxes, insurance, investments, and scenarios makes it a general financial-planning workspace rather than a single-purpose calculator. The listed pricing model is free, and a free plan is available.