# Plan T - **Website:** - **Primary alias:** `plan-t.org.il` - **Founded:** 2019 - **Employees:** 2+ - **Location:** Herzliya, Tel Aviv, Israel - **Company kind:** PRIVATELY HELD ## Description Plan T is a cutting-edge financial planning system in Israel that revolutionizes wealth management and financial planning under one roof. This innovative system allows for significant time savings, efficient management of numerous families, and provides lasting value to Israeli families. Plan T is the only system in Israel dedicated to comprehensive financial planning activities, offering solutions and services like form generation, remote signing, and document locking. It also enables the concentration of client data through a multitude of reports for direct production and delivery. With features like data loading, internal control management, and direct investment advice, Plan T streamlines operational control. Additionally, it offers internal billing capabilities and meeting summaries documentation that can be e-signed online. Trust Plan T for in-depth family goal analysis, client risk assessment, and efficient communication. Contact Plan T today at support@plan-t.org.il or 053-5939020. ## Industries - 💰 Finance ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idgukGkCH9/w/290/h/103/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1772982788225) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Feta | #effae5 | accent | | Corn Harvest | #8a8a0e | dark | | White | #ffffff | light | ## Fonts - Arial — asset _(custom)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._