Planolitix Information

Planolitix is a software company with a fresh view of how the financial services industry could work. Founder and creator Royden Shotter is a practicing financial planner (AFA, CFP) with more than 20 years of experience across mortgages, insurance, investment and retirement planning. Where suitable modelling tools weren't available for the New Zealand market, he built his own and has spent the last 10 years refining it. This has now been transformed into an online platform to be shared with not only the Financial Adviser Community, but the public at large.

Website	http://www.planolitix.com
Employees	3 (2 on RocketReach)
Founded	2019
Industry	Software Development
Keywords	Digital Financial Planning, Financial Advisor Software, Automated Financial Planning, Financial Planning Solutions, Financial Planning Software, Client Management Software, Online Financial Planning, Wealth Management Solutions, Financial Planning Tools, Practice Management Software, Financial Planning Automation, Wealth Management Software, Retirement Planning Solutions, Investment Planning Software, Financial Technology, Retirement Planning Software, Fintech Software
Competitors	Microsoft, Oracle, SAP, Domo, Tableau, Qlik, ThoughtSpot, BankOne, Sisense, Looker +37 more (view full list)
SIC	SIC Code 807 Companies, SIC Code 738 Companies, SIC Code 73 Companies, SIC Code 80 Companies, SIC Code 8071 Companies
NAICS	NAICS Code 621 Companies, NAICS Code 561 Companies, NAICS Code 56 Companies, NAICS Code 62 Companies