Unclaimed brand
Planswell connects financial advisors with training, financial planning software, and exclusive household opportunities every month, guaranteed. Try risk free.
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Hex Code
Color name
RGB
HSL
CMYK
#16A55A
Mountain Meadow
22, 165, 90
149, 76, 37
87, 0, 45, 35
#91CEAD
Vista Blue
145, 206, 173
148, 38, 69
30, 0, 16, 19
#233040
Ebony Clay
35, 48, 64
213, 29, 19
45, 25, 0, 75
Planswell is a brand that aims to make prospecting worthwhile for financial advisors. With their complete system, they help advisors book more calls and close more business, guaranteeing results. They provide exclusive households in real time, delivering qualified prospects to your CRM when they express interest in planning for their future.
With a Booked Call Guarantee, Planswell ensures that you will book meetings with at least 10% of your assigned households, and if you don't, they will do it for you. Planswell also offers extensive support through 1:1 coaching, executive peer groups, sales training, and a comprehensive knowledge base. Their centralized planning engine allows you to manage prospects, adjust clients' plans, and access stunning data visualization all in one convenient web-app.
Planswell's sophisticated software enhances your conversations with clients through automated emails, referral codes, and activities & to-do lists. With testimonials from real advisors, Planswell's system has proven to be a valuable tool for advisors at any stage in their career
Brand industry
Finance
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How do I download the Planswell logo?
The Planswell logo comes in two versions: a logo and an icon. Download as SVG or transparent PNG.
What are Planswell's brand colors?
The Planswell color palette uses the hex codes #16A55A, #91CEAD and #233040.
The Planswell name, logos and brand assets are trademarks of Planswell and its affiliates. Brandfetch isn't affiliated with or endorsed by Planswell. Their use is subject to Planswell's brand guidelines.
