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.

Get Started → 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.

Coming Soon

Create

Use our agents and guided tools to build the financial planning modules you've always wished existed. From client onboarding flows to tax scenario models. If you can dream it, you can ship it. No coding experience needed.

Coming Soon

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.

Coming Soon

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 free monthly gathering for AI enthusiasts in finance.

AI Lunch Club →
Coming Soon

Learn to Create

Video learning paths, guided tutorials, and recordings of our "Why I Built This" series, all designed to teach you how to use AI agents (ours and others) to build your own tools. From zero experience to shipping your first module.

Education →

If all of this feels too new, we got your back.

You don't need to be a coder. You don't need a CS degree. You don't even need to know what an API is. If you're using Excel spreadsheets, manual workarounds, or duct-taping processes in your practice? You're already building. You just don't have the right tools yet.

We'll show you the ropes. The community is here to support you. And before you know it, that spreadsheet hack you've been running for years becomes a real, automated tool that other advisors can use too.

Our promise: We'll help you grow your manual processes into something sustainable, automated, and shareable with the community. That's what PlannerXchange is for.

How it works

From joining to shipping your first module in three steps.

1

Join the Community

Create your profile, tell us what area of finance you work in, and what you're looking to build or find.

2

Build or Browse

Use our platform to list your tools, build new tools, white-label apps, or remix tools listed by other builders.

3

Connect & Grow

Match with other builders, co-create solutions, and scale your practice with tools made by people who get it.

“

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.

Monthly AI Lunch Club

Free for everyone. Join us on the last Tuesday of every month at 12pm ET to talk about building with AI, using AI tools, or just getting your questions answered.

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 session: Tuesday, April 29 at 12pm ET. Building with AI in your practice: tools, tips, and live Q&A. Register for free →

Already built something? Share it instantly.

Membership

Choose Your Path

Start free to list your apps and start earning. Upgrade when you're ready to remix apps built by other builders and unlock hosted data.

Free
Explorer
$0 /month
Browse the marketplace and start building. No credit card needed.
  • ✓ Browse marketplace
  • ✓ Build & publish apps Unlimited
  • ✓ Public builder profile
  • ✓ White label apps + 30% rev share
  • — Remix apps
  • — Hosted persistence & portability
  • — Hosted client data incl. PII
  • — Financial Data Integrations
Join the Early Launch List →
Most Popular
Builder
$40 /month
The full platform for advisors who build, publish, and earn.
  • ✓ Browse marketplace
  • ✓ Build & publish apps Unlimited
  • ✓ Public builder profile
  • ✓ White label apps + 10% rev share
  • ✓ Remix appsComing Soon where builder opts in
  • ✓ Hosted persistence & portabilityComing Soon
  • ✓ Hosted client data incl. PII
  • ✓ Financial Data Integrations where API access available
Join the Early Launch List →

Join the Early Launch List

Be among the first advisors to access PlannerXchange. We'll reach out when your spot is ready.