Plana - online business planning tool for Advisers

Plana is a guided business / action planning tool designed specfically to help Advisers, Coaches and Mentors to:

- Work more efficiently, (no more time spent formatting reports!)

- Clearly define the remit of their input at the outset, (no more 'scope creep' and doing work for nothing!)

- Generate ongoing client fees, (you and your Client can quickly and easily identify areas for attention now and agree the areas to be addresssed at a future date; easily keep in touch with your Clients via the platform). 

The collaborative platform enables Adviser and client, (and any other interested parties), to work on agreed areas and regularly review progress remotely. The Dashboard enables Advisers to quickly and easily view and account manage their clients.