PLANIQ

PLANIQ is a web application for financial planning. It lets an adviser define a client's financial goals, record contracts, assets, income and expenses, allocate funds across goals, and track cashflow development. The analysis follows the KFP methodology for the financial map, and the plan can be printed as a presentation with customizable texts, colours and logo.

The product is aimed at independent financial advisers and their clients. It is developed by KFP, a Czech financial planning company whose founder is quoted on the website, and the site states that the application draws on 20 years of KFP know-how. The website offers a free trial and links to a price list, but the text does not describe the pricing model in detail.

The company is registered as PLANIQ s.r.o. in the Czech Republic, with a founding date of 11 November 2025 and Plzeň as its registered city. The website describes the product as at an early stage, with further features planned together with users. No funding, headcount or hiring information appears on the website.

Product: Web-based financial planning application for advisers, with goal tracking, cashflow modelling, allocation across goals and asset classes, and branded client plan presentations.