# Planswell

- **Website:** <https://tryplanswell.com>
- **Primary alias:** `tryplanswell.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/planswell)
- [instagram](https://instagram.com/getplanswell)
- [linkedin](https://linkedin.com/company/planswell)

## Logos & icons

- logo _(primary)_ — PNG, SVG — [download](https://cdn.brandfetch.io/idneFLaq4X/w/820/h/185/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1690941998485)
- icon _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idneFLaq4X/w/500/h/500/theme/dark/icon.png?c=1bxid64Mup7aczewSAYMX&t=1690941998661)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Mountain Meadow | #16a55a | accent |
| Ebony Clay | #233040 | dark |
| Vista Blue | #91cead | light |

## Fonts

- Raleway — asset _(google)_
- Lato — asset _(google)_

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_Source: <https://brandfetch.com/tryplanswell.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._