Where Finance Pros
Build, Share & Grow Together.

The community where financial advisors build their own tools, list their creations on a governed marketplace, and find collaborators to supercharge what they're building.

Explore Marketplace → See Plans

Built for the builders in

Financial Planning Tax Planning & Preparation Wealth Management Investment Analysis

We're not building the next financial planning software together

We're building the modules that comprise great client experiences, with your help. This is a community-led initiative.

Exchange & List Products

Built something useful? List it on The Exchange, a governed app store sorted by financial planning areas, with quality scoring, reviews, and ratings. Discover tools made by pros who actually understand your workflows.

Browse the Marketplace → Sign into PlannerXchange →

Connect & Co-Create

Eventually, one advisor a month will get on a live call to showcase a tool they built: the problem it solved and how it runs in their practice. But you don't have to wait. Right now we're running the AI Lunch Club, a monthly gathering for AI enthusiasts in finance.

AI Lunch Club →

Are you building?

If you're using Excel spreadsheets, manual workarounds, or duct-taped processes in your practice, you're already building. The real question is whether you want to turn that work into something smarter, repeatable, and shareable.

You're not behind. You're already doing the hard part: identifying the inefficiencies and creating better ways to handle them. If you've turned any of that manual work into an app, workflow, or AI-assisted process, we want to help you share it with other advisors.

PlannerXchange is where advisors bring their tools, ideas, and solutions into a community built for practical innovation.
“

We didn't start as a tech company.
We started as practitioners.

Finance Professionals Tool Builders Practice Owners

About PlannerXchange

We're finance professionals first. We run our own practices, sit across from clients, and deal with the same software frustrations you do. Tools that get you 80% of the way there but never fully solve for how your practice actually works.

Over the past couple of years, we saw the opportunity to start building with AI. We stopped waiting for vendors to ship features and started creating our own solutions: custom workflows, client-facing tools, automations that actually fit our process.

That's when it clicked: we're not the only ones doing this. Advisors all over the country are quietly building incredible tools inside their practices. But they're doing it alone.

PlannerXchange exists to change that. This is a community where you can build your own tools, exchange them with advisors who have the same gaps you solved for, and find collaborators who can supercharge what you're building into something neither of you could create alone.

We use a variety of software in our practices. We use some features and build around the rest. This community is for the finance professionals who are done waiting for off-the-shelf tools to catch up.

Who it's for

Any advisor currently serving clients. Whether you're a builder or a browser, there's a seat at this table.

Financial Planners & Wealth Managers

You know the pain points better than anyone. Now build the modules that solve them. Or find someone who already has.

  • Client onboarding & goals workflows
  • Retirement & cashflow planning modules
  • Investment & rebalancing tools
  • Estate planning utilities

Tax Professionals & Hybrid Practices

Tax season doesn't have to be chaos. Build or find tools that streamline your process and delight your clients.

  • Tax scenario modeling & prep tools
  • Equity compensation calculators
  • Compliance & back-office automation
  • Cross-border planning modules
Active Builders

Who's Building Right Now

Advisors in the community who are already building. Click any card to see their profile and what they've built.

Aditi Kapadia
Aditi Kapadia, CFP®,
CFA®
Wealth IQ · Denver, CO
✦ 2 apps on the marketplace
View profile →
Dillon Kenniston
Dillon Kenniston,
CFP®
REWealth Financial Planning · Remote
✦ 2 apps on the marketplace
View profile →
AK
Aditi Kapadia
✦ 2 apps on the marketplace
View profile →
?
... this could be you
Get your spot →

Monthly AI Lunch Club

We’re taking next month off and gathering instead for a small advisor lunch at XYPN Live in October. The next AI Lunch Club will be the same last Wednesday in October.

Build

See what advisors are building

Real tools solving real problems in real practices. Every session features an advisor showing what they've built with AI and how it's changed their workflow.

Learn

Watch, ask, get inspired

Live walkthroughs of AI tools built by advisors just like you. Ask questions, get ideas, and walk away knowing exactly what's possible right now.

Connect

You're not alone in this

Meet other advisors who are curious about or already using AI. Find a co-builder, get unstuck, or just know there's a whole community figuring this out together.

Next AI Lunch Club: last Wednesday in October at 12pm ET. Building with AI in your practice: tools, tips, and live Q&A. Register →

PlannerXchange grew out of AI Lunch Club — a community of advisors and builders exploring practical AI workflows for financial planning. Interested in beta testing, or want to present what you're building? Tell us here →

Already built something? Share it instantly.

FOUNDING MEMBERS

Practitioner's price. Premium's terms. For life.

Founding Members pay $49/month and get everything in Premium — normally $99 — locked in for as long as the membership stays active. Start with three months free using code FOUNDINGMEMBER at checkout.

AVAILABLE AT LAUNCH
Practitioner
$49 /month
Build, publish, and sell your tools on The Exchange.
  • ✓ Browse and try every marketplace app
  • ✓ Build and publish through approved lanes
  • ✓ Multiple active apps at once
  • ✓ Full white-label for your firm
  • ✓ Portable firm and client data
  • ✓ Remix tools when the source permits
  • ✓ 10% creator fee on paid app revenue

Available at launch

FOUNDING MEMBER
Premium
$99 $49 /month
Everything in Practitioner — at Practitioner's price.
Locked for as long as your membership stays active
  • ✓ Keep 100% of what you sell — 0% creator fee
  • ✓ Cohort access and roadmap input
  • ✓ Privileged early-feature access
  • ✓ Private feedback channel with the founders
  • ✓ Three months free with code FOUNDINGMEMBER

Sell $500/month of tools? Practitioner's 10% fee costs you $50. Premium costs you nothing.

Become a Founding Member →
Enterprise
Let's talk
Multi-seat access, custom policy, dedicated support, negotiated billing.
  • ✓ Multi-seat access for advisor teams
  • ✓ Enterprise onboarding and setup support
  • ✓ Custom access paths for internal teams
  • ✓ White-label and group deployment options
  • ✓ Admin controls and billing coordination
Talk to us →
FAQ

Common Questions

Do builders keep ownership of their apps?
Yes. Builders retain ownership of their underlying code and intellectual property unless they choose to license or sell access through PlannerXchange. PlannerXchange provides the marketplace and distribution layer.
What can I actually do on PlannerXchange?
Discover planning tools built by other advisors, publish your own apps to the marketplace, white-label tools for your firm, try demo experiences before committing, and purchase or subscribe to apps built by other builders. Builders can also share hosted tools or link to a GitHub repository so other advisors can discover, review, and adapt what they've built.
How polished is the beta?
Beta apps include CSV import workflows, demo experiences, and marketplace publishing tools that we're actively refining alongside early users — expect a little hand-holding while we tighten things up. White-label workflows are part of the beta roadmap. Founding-member pricing goes live as payment flows come fully online during beta.
What support do beta users get?
Beta users are invited into a private feedback channel and get hands-on onboarding support while we refine the platform. We're inviting a small number of beta users at a time so we can actually keep up with everyone's questions.