Whether you’re a business advisor, accountant, or financial planner, Planium Pro covers all your clients’ strategic planning needs. This dynamic software streamlines the development process for professionals.
Stress-test forecasts and figures
Planium Pro's financial component makes it easy to create a five-year financial forecast, enabling you to compare actual vs estimates, and apply case sensitivity analysis directly to the data. Import import data from easily from existing accounting software.
Planium Pro incorporates best-practice marketing models and frameworks, ensuring that your strategic plan always meets the industry standard. Quickly assess market attractiveness, risk, existing competitors, and easily develop a detailed segment strategy to target customers.
Using the operations component in Planium Pro, you can quickly identify external opportunities and internal resources within the business, and review capacity gaps where the business could improve. Keep all processes and procedures in one place for easy access.
Rather than overwhelming you with thousands of samples, Planium Pro offers specific user case studies for each industry. All memberships come with access to online software-specific training, video tutorials, technical support and a network of professional advisors.
Planium Pro quickly transforms your data into beautiful and intuitive graphs ready to be included in each strategic business plan. Assess all the financial, marketing and operational business information with a quick glance.
Planium Pro is a strategic business planning software that maximises impact upon delivery. With our software, you can create a business plan as easily as playing a few rounds on the green.
Writing a business plan is seamless with Planium Pro. Start by writing down all your business information, such as your mission, vision, values, and opportunities. Just as easily, you can map out your team and their qualifications and experience.
We have hand-selected useful marketing frameworks that will help you to analyse your desired market. You can easily identify who your target customers and create marketing strategies tailored to their needs.
With Planium Pro, businesses can create a five-year financial forecast to compare actual vs estimates, and apply case sensitivity analysis directly to the data. This module produces the most comprehensive financial outputs that support any business to easily discover and plan for their best and worst case scenarios. Data can be imported from MYOB or similar accounting software, or entering it straight into Planium Pro.
Planium Pro can help to clearly outline a business’ routine processes, as well as reviewing potential and existing resources to reallocate and create future opportunities. All the information required to make strategic business decisions can be accessible anytime, anywhere.
With just a few clicks, you can quickly customise your business plan. Whether it’s the colour or the content - you choose what you need. Easily export a full business plan, or pitch presentation that will wow your investors.
Quick to Create, Comprehensive to Read
With extensive financial modelling and detailed marketing frameworks, all our reports are investor-ready. Planium Pro has been strategically designed to follow best-practice business plan structure to ensure it maximises impact upon delivery.
Whether you work in one sitting or over a couple of days, you will always be guided by helpful prompts.
Our library of example business plans will help you with whichever industry you are writing for.
Planium Pro Customers
Creating a strategic plan is a key component of planning for business growth, and Planium Pro can help you to get businesses thinking strategically. Learn how from some customers.
This global directory houses accountants, CPAs, financial planners, business advisors and consultants who help small to medium-sized businesses make smarter business decisions. Become a Planium Pro Accredited Advisor today to help more businesses to achieve success.