Pricing

Simple pricing for a growing platform

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 the free beta, 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 beta workbench and will sit within the same future subscription structure as the other planning tools.

One subscription, flexible access

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.

Beta access

Planiva is currently in beta. During beta, 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 once beta ends.

Beta access is provided for informational planning purposes only and does not constitute financial, tax, legal, or investment advice.

Join Beta

Starter

Explore the platform before choosing paid access.

Free

A simple starting point if you want to see what Planiva offers before unlocking paid tools.

•Platform access
•Preview available tools
•Upgrade later on one subscription

Build Your Plan

Pick the tools you want and keep it all on one bill.

Flexible

Choose tools

Select one or more tools to see how your paid bundle could be structured.

•One subscription, one renewal date, one invoice
•Add or remove tools later without opening a second subscription
•Exports and saved scenarios included for paid tools

All Access

The simplest option if you expect your use to broaden.

Best value

Pricing on launch

Includes all current available tools and new tools added while your subscription is active.

•All currently available tools
•Any new tools added during your active term
•Move into or out of `All Access` as your needs change

Current tools

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 pricing

How access works

Keep 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	✓	✕	✕
Choose exactly the tools you want	✕	✓	✓
Add or remove tools later	✕	✓	✓
Save scenarios and return later	✕	✓	✓
Exports and downloadable reports	✕	✓	✓
One bill and one renewal date	✕	✓	✓
New tools included automatically	✕	✕	✓
Best option for broader use over time	✕	✕	✓

Pricing policy

Planiva is currently in beta, and beta access is free across the tools currently available on the platform. Join the beta to use the live product now; the paid structure shown here is the model we plan to use when paid access goes live.

Paid access will use one subscription per account, with one billing cadence, one renewal date, and one bill.
You will be able to build a paid bundle around the tools you want, then later add tools, remove tools, or switch to and from `All Access` without creating a second subscription.
Bundle pricing is based on the tools selected under that one subscription, while `All Access` includes all currently available tools.
Monthly and annual subscriptions will renew automatically unless cancelled before the relevant renewal date.
If `All Access` includes new tools added during an active subscription term, those tools are included during the remainder of that term without mid-term repricing.
For annual subscriptions, if the `All Access` price changes because the platform grows, the new price applies from the next annual renewal date, not part-way through an already paid term.
For monthly subscriptions, if a new tool changes the `All Access` price, the new price applies from the first monthly renewal date that falls at least 30 days after notice is given.
We will aim to give advance notice of material pricing changes before renewal wherever practical.