plana

Plana - AI Financial Planning

Plana is your personal AI-powered financial planning companion that helps you understand, optimize, and grow your investment portfolio.

KEY FEATURES:

• Portfolio Analysis - Get comprehensive insights into your investment holdings, asset allocation, and performance metrics

• AI-Powered Recommendations - Receive personalized investment suggestions based on your financial goals and risk tolerance

• Real-Time Market Data - Stay informed with up-to-date stock prices and market trends

• Secure Document Sharing - Easily share portfolio summaries with your financial advisor

• Multi-Account Support - Track all your investment accounts in one place

SUBSCRIPTION INFORMATION:

Plana Premium is available as a monthly auto-renewable subscription. The subscription unlocks unlimited AI recommendations, advanced analytics, and priority support.

• Payment will be charged to your Apple ID account at confirmation of purchase • Subscription automatically renews unless auto-renew is turned off at least 24 hours before the end of the current period • Account will be charged for renewal within 24 hours prior to the end of the current period • Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user's Account Settings after purchase • Any unused portion of a free trial period will be forfeited when the user purchases a subscription

Terms of Use (EULA): https://joinplana.ca/plana-eula/ Privacy Policy: https://joinplana.ca/planas-privacy-policy/