A Platform Built Around Financial Health
PlanLogix supports a variety of real-world financial applications that use banking platforms, card processors, and financial data aggregators to streamline data processing and get actionable intelligence.
PlanLogix works quietly in the background, turning a wide variety of raw consumer data into plain-language insight that can be applied across many business use cases.
Key Use Cases Built on In-Depth Client Understanding
Create personalized financial health experiences
Surface personalized insights on cash flow, debt, and goals so your customers understand where they stand and what to do next, directly inside your product.
Underwrite with a fuller picture of risk
Enrich credit decisions with financial health signals beyond the traditional credit file, for sharper risk assessment and fairer approvals.
Align investing with your clients' financial goals
Bring your clients' financial goals and investment decisions into closer alignment, creating measurable business value and stronger client relationships.
Turn insight into relevant, timely offers
Segment and target customers based on real financial health signals, not guesswork, so every campaign and offer lands at the right moment.
Built for the Needs of Your Organization
Credit Unions
Efficiently deliver personalized financial experiences to your members and build a competitive edge into your lending and marketing workflows.
Fintechs
Launch faster by building your product instead of financial infrastructure, delivering experiences your clients love and actually want to use.
Banks
Put powerful financial-data capabilities to work across a variety of scenarios and manage risk—without replacing the components you already depend on.
Wealth and Robo Advisors
Better understand your clients' complete financial picture so you can deliver personalized advice and keep their investment portfolios aligned to their goals.
Trust, Compliance & Control
From how we secure your data, to the regulations we operate within, to how your environment is deployed, PlanLogix is built to earn your trust at every layer.
You're trusting us with sensitive financial data, so we built PlanLogix around industry best practices from day one, not bolted on after the fact.
PlanLogix is built to operate within the frameworks that govern consumer financial data and advice, so your compliance and legal teams can move fast with confidence instead of chasing down gaps after launch.
Every customer gets a dedicated, privately managed environment, isolated from other tenants, so your data, configuration, and uptime are never shared or affected by another customer's usage.
About PlanLogix
We build the data infrastructure behind modern financial services.
Based in Canada and serving financial companies across Canada and the United States, we provide secure technology for processing and managing sensitive consumer financial data.
Our solutions help financial institutions turn complex financial data into reliable, usable information—while keeping security, privacy, and operational resilience at the core of everything we build.
From data connectivity and processing to secure infrastructure and compliance-focused controls, our mission is simple: make financial data safer, smarter, and easier for financial institutions to use.