Pricing
Start with free access, then move to one subscription that grows with you. Build a bundled plan around the tools you want, or choose full platform access on monthly or annual billing.
The live product is currently available through free early access, which includes the current retirement, cash flow, tax, Capital Gains Tax and estate tools.
The Capital Gains Tax and disposal planner is now part of the live early access workbench and will sit within the same future subscription structure as the other planning tools.
Choose the tools you want under a single subscription with one bill and one renewal date. You can add tools, remove tools, or move to and from `All Access` as your planning needs change.
Planiva is currently available through free early access. Access is free and includes the retirement, cash flow, tax, Capital Gains Tax and estate tools currently available on the platform. The paid structure shown here is the model we plan to launch with after early access.
Early access is provided for informational planning purposes only and does not constitute financial, tax, legal, or investment advice.
Start freeExplore the platform before choosing paid access.
Free
A simple starting point if you want to see what Planiva offers before unlocking paid tools.
Available after early access
Pick the tools you want and keep it all on one bill.
Select one or more tools to see how your paid bundle could be structured.
Available after early access
The simplest option if you expect your use to broaden.
Includes all current available tools and new tools added while your subscription is active.
Available after early access
Today that includes retirement, cash flow, tax, Capital Gains Tax and disposal, and estate planning. More tools will be added over time, and the bundle builder scales with that growth without forcing users into multiple subscriptions.
Ask about pricingKeep it simple: start free, then either build a bundled plan around the tools you want or choose `All Access` if you want the broadest option from the start.
| Access | Starter | Build Your Plan | All Access |
|---|---|---|---|
| Free access to try the full platform | Included | Not included | Not included |
| Compare saved scenarios within each planner | Not included | Included | Included |
| Choose exactly the tools you want | Not included | Included | Included |
| Add or remove tools later | Not included | Included | Included |
| Save scenarios and return later | Not included | Included | Included |
| Exports and downloadable reports | Not included | Included | Included |
| One bill and one renewal date | Not included | Included | Included |
| New tools included automatically | Not included | Not included | Included |
| Best option for broader use over time | Not included | Not included | Included |
Planiva is currently available through free early access across the tools currently available on the platform. Start with early access to use the live product now; the paid structure shown here is the model we plan to use when paid access goes live.
