Plannex Connect Business Membership.
Better Training. Better leadership. Better business.
Plannex Connect Business Membership.
Better Training. Better leadership. Better business.
Plannex Connect Business Membership.
Better Training. Better leadership. Better business.
Plannex Connect Business Membership.
Plannex Connect Business Membership.
Better Training. Better leadership. Better business.
Scale your team with leadership growth huddles, AI tracked CPD learning, talent management tools and more.
Scale your team with leadership growth huddles, AI tracked CPD learning,
talent management tools and more.
Scale your team with leadership growth huddles, AI tracked CPD learning, talent management tools and more.
Scale your team with leadership growth huddles, AI tracked CPD learning, talent management tools and more.
Scale your team with leadership growth huddles, AI tracked CPD learning, talent management tools and more.
Plannex Connect Business Membership
Plannex Connect Business Membership
Plannex Connect Business Membership
Better Training.
Better leadership. Better business.
Scale your firm without the burnout.
Watch our showreel to discover what Plannex Business can do for you.
Trusted by top firms.
Trusted by top firms.
Trusted by top firms.
Trusted by top firms.
Scale your firm without the burnout.
Watch our showreel to discover what Plannex Business can do for you.
Scale your firm without
the burnout.
Watch our showreel to discover what
Plannex Business can do for you.
Tap a challenge to see how we solve it.
Tap a challenge to see how we solve it.
Tap a challenge to see how we solve it.
Tap a challenge to see how we solve it.
Even successful firms tell us they struggle with
the same challenges…
Even successful firms tell us they struggle with
the same challenges…
Even successful firms tell us they struggle with
the same challenges…
Your team go to uninspiring,
salesy CPD events that drains
their enthusiasm?
Tracking CPD steals the time
that you can’t spare.
Operations and HR processes
slow everything down.
Finding the right people
takes too long and stalls growth.
Hiring and managing talent
takes too much effort.
Scaling on your own feels
overwhelming.
Your team go to uninspiring,
salesy CPD events that drains
their enthusiasm?
Tracking CPD steals the time
that you can’t spare.
Operations and HR processes
slow everything down.
Finding the right people
takes too long and stalls growth.
Hiring and managing talent
takes too much effort.
Scaling on your own feels
overwhelming.
Your team go to uninspiring,
salesy CPD events that drains
their enthusiasm?
Tracking CPD steals the time
that you can’t spare.
Operations and HR processes
slow everything down.
Finding the right people
takes too long and stalls growth.
Hiring and managing talent
takes too much effort.
Scaling on your own feels
overwhelming.
Even successful firms tell us
they struggle with the
same challenges…
Tap a challenge to see how we solve it.
Scaling on your own feels
overwhelming.
Scaling on your own feels
overwhelming.
Finding the right people
takes too long and stalls growth.
Finding the right people
takes too long and stalls growth.
Tracking CPD steals the time
that you can’t spare.
Tracking CPD steals the time
that you can’t spare.
Your team go to uninspiring,
salesy CPD events that drains
their enthusiasm?
Your team go to uninspiring,
salesy CPD events that drains
their enthusiasm?
Operations and HR processes
slow everything down.
Operations and HR processes
slow everything down.
Hiring and managing talent
takes too much effort.
Hiring and managing talent
takes too much effort.
So here's how
Plannex Connect Business Membership
removes the pressure...
So here's how
Plannex Connect Business Membership
removes the pressure...
So here's how
Plannex Connect
Business Membership
removes the pressure...
So here's how
Plannex Connect Business Membership
removes the pressure...
Still unsure on how it will
benefit your firm?
Still unsure on how it will
benefit your firm?
Still unsure on how it will
benefit your firm?
10 full Connect memberships
for your team
Training and study support including
R01-R05 (R06 available at an extra cost)
AI-powered CPD tracking with
CPD Pathfinder
AI training delivered by industry experts
Jobs board and talent pool access
Leadership peer groups and workshops
Templates, tools and exclusive discounts
10 full Connect memberships
for your team
Training and study support including
R01-R05 (R06 available at an extra cost)
AI-powered CPD tracking with
CPD Pathfinder
AI training delivered by industry experts
Jobs board and talent pool access
Leadership peer groups and workshops
Templates, tools and exclusive discounts
10 full Connect memberships
for your team
Training and study support including
R01-R05 (R06 available at an extra cost)
AI-powered CPD tracking with
CPD Pathfinder
AI training delivered by industry experts
Jobs board and talent pool access
Leadership peer groups and workshops
Templates, tools and exclusive discounts
10 full Connect memberships
for your team
Training and study support including
R01-R05 (R06 available at an extra cost)
AI-powered CPD tracking with
CPD Pathfinder
AI training delivered by industry experts
Jobs board and talent pool access
Leadership peer groups and workshops
Templates, tools and exclusive discounts
Designed to support your team as you scale.
Designed to support your team as you scale.
Designed to support your team as you scale.
Designed to support your team
as you scale.
Designed to support your team as you scale.
Book a demo with Rohan to see how
the Business Membership works
in practice.
Book a demo with Rohan to see how the
Business Membership works in practice.
Book a demo with Rohan to see how
the Business Membership works
in practice.
Book a demo with Rohan to see how
the Business Membership works
in practice.
Book a demo with Rohan to see how
the Business Membership works
in practice.
Still unsure on how it will
benefit your firm?
See the value for
your firm.
See the value for
your firm.
See the value for your firm.
See the value for
your firm.
Select the benefits you need and see what
they’d cost without it.
Select the benefits you need and see what
they’d cost without it.
Select the benefits you need and see what
they’d cost without it.
Select the benefits you need and
see what they’d cost without it.
This tool gives you a clear view of how
each element of your Connect Business
Membership supports growth and
provides practical value.
This tool gives you a clear view of how
each element of your Connect Business
Membership supports growth and
provides practical value.
This tool gives you a clear view of how
each element of your Connect
Business Membership supports
growth and provides practical value.
This tool gives you a clear view of how
each element of your Connect Business
Membership supports growth and
provides practical value.
*Enterprise plan available for larger teams.
*Enterprise plan available for larger teams.
*Enterprise plan available for larger teams.
*Enterprise plan available for larger teams.
Hear from our Business Members on
how it has helped them:
Don't just take our word for it.
Don't just take our word for it.
Don't just take our word for it.
Don't just take our word for it.
Hear from our Business Members on how it has helped them:
Hear from our Business Members on how it has helped them:
Hear from our Business Members on how it has helped them:
Hear from our Business Members on how it has helped them:
"We have fully supported the values and objectives of NextGen Planners (now Plannex) since becoming members in 2017. Business Membership looks to be an excellent and timely offering for firms like ours who are in the growth phase. We look forward to making use of the new membership benefits to help us build and embed AI within our business, ensure we optimise our use of Adviser Tech and help grow our people."
Rich Ellis
Ellis Davies Financial Planning
"We’re really excited about the NextGen (now Plannex) Business Membership. The added resources, support and collaboration opportunities will be brilliant for the team here at Ovation. This will help us to continue to improve the business and the service we offer our clients."
Tom Morris
Ovation Finance
"We chose the new business membership with NextGen Planners (now Plannex) because it empowers our entire team, giving everyone access to high-quality training, events and support. It helps us stay ahead of best practice, develop future leaders, keep pace with technology and ensure those in support roles can perform at their best all as part of the NextGen Planners (now Plannex) Community."
Gretchen Betts
Magenta Financial Planning
"We have fully supported the values and objectives of NextGen Planners (now Plannex) since becoming members in 2017. Business Membership looks to be an excellent and timely offering for firms like ours who are in the growth phase. We look forward to making use of the new membership benefits to help us build and embed AI within our business, ensure we optimise our use of Adviser Tech and help grow our people."
Rich Ellis
Ellis Davies Financial Planning
"We’re really excited about the NextGen (now Plannex) Business Membership. The added resources, support and collaboration opportunities will be brilliant for the team here at Ovation. This will help us to continue to improve the business and the service we offer our clients."
Tom Morris
Ovation Finance
"We chose the new business membership with NextGen Planners (now Plannex) because it empowers our entire team, giving everyone access to high-quality training, events and support. It helps us stay ahead of best practice, develop future leaders, keep pace with technology and ensure those in support roles can perform at their best all as part of the NextGen Planners (now Plannex) Community."
Gretchen Betts
Magenta Financial Planning
"We have fully supported the values and objectives of NextGen Planners (now Plannex) since becoming members in 2017. Business Membership looks to be an excellent and timely offering for firms like ours who are in the growth phase. We look forward to making use of the new membership benefits to help us build and embed AI within our business, ensure we optimise our use of Adviser Tech and help grow our people."
Rich Ellis
Ellis Davies Financial Planning
"We’re really excited about the NextGen (now Plannex) Business Membership. The added resources, support and collaboration opportunities will be brilliant for the team here at Ovation. This will help us to continue to improve the business and the service we offer our clients."
Tom Morris
Ovation Finance
"We chose the new business membership with NextGen Planners (now Plannex) because it empowers our entire team, giving everyone access to high-quality training, events and support. It helps us stay ahead of best practice, develop future leaders, keep pace with technology and ensure those in support roles can perform at their best all as part of the NextGen Planners (now Plannex) Community."
Gretchen Betts
Magenta Financial Planning
"We have fully supported the values and objectives of NextGen Planners (now Plannex) since becoming members in 2017. Business Membership looks to be an excellent and timely offering for firms like ours who are in the growth phase. We look forward to making use of the new membership benefits to help us build and embed AI within our business, ensure we optimise our use of Adviser Tech and help grow our people."
Rich Ellis
Ellis Davies Financial Planning
"We’re really excited about the NextGen (now Plannex) Business Membership. The added resources, support and collaboration opportunities will be brilliant for the team here at Ovation. This will help us to continue to improve the business and the service we offer our clients."
Tom Morris
Ovation Finance
"We chose the new business membership with NextGen Planners (now Plannex) because it empowers our entire team, giving everyone access to high-quality training, events and support. It helps us stay ahead of best practice, develop future leaders, keep pace with technology and ensure those in support roles can perform at their best all as part of the NextGen Planners (now Plannex) Community."
Gretchen Betts
Magenta Financial Planning
"We have fully supported the values and objectives of NextGen Planners (now Plannex) since becoming members in 2017. Business Membership looks to be an excellent and timely offering for firms like ours who are in the growth phase. We look forward to making use of the new membership benefits to help us build and embed AI within our business, ensure we optimise our use of Adviser Tech and help grow our people."
Rich Ellis
Ellis Davies Financial Planning
"We’re really excited about the NextGen (now Plannex) Business Membership. The added resources, support and collaboration opportunities will be brilliant for the team here at Ovation. This will help us to continue to improve the business and the service we offer our clients."
Tom Morris
Ovation Finance
"We chose the new business membership with NextGen Planners (now Plannex) because it empowers our entire team, giving everyone access to high-quality training, events and support. It helps us stay ahead of best practice, develop future leaders, keep pace with technology and ensure those in support roles can perform at their best all as part of the NextGen Planners (now Plannex) Community."
Gretchen Betts
Magenta Financial Planning
"We have fully supported the values and objectives of NextGen Planners (now Plannex) since becoming members in 2017. Business Membership looks to be an excellent and timely offering for firms like ours who are in the growth phase. We look forward to making use of the new membership benefits to help us build and embed AI within our business, ensure we optimise our use of Adviser Tech and help grow our people."
Rich Ellis
Ellis Davies Financial Planning
"We’re really excited about the NextGen (now Plannex) Business Membership. The added resources, support and collaboration opportunities will be brilliant for the team here at Ovation. This will help us to continue to improve the business and the service we offer our clients."
Tom Morris
Ovation Finance
"We chose the new business membership with NextGen Planners (now Plannex) because it empowers our entire team, giving everyone access to high-quality training, events and support. It helps us stay ahead of best practice, develop future leaders, keep pace with technology and ensure those in support roles can perform at their best all as part of the NextGen Planners (now Plannex) Community."
Gretchen Betts
Magenta Financial Planning
"We have fully supported the values and objectives of NextGen Planners (now Plannex) since becoming members in 2017. Business Membership looks to be an excellent and timely offering for firms like ours who are in the growth phase. We look forward to making use of the new membership benefits to help us build and embed AI within our business, ensure we optimise our use of Adviser Tech and help grow our people."
Rich Ellis
Ellis Davies Financial Planning
"We’re really excited about the NextGen (now Plannex) Business Membership. The added resources, support and collaboration opportunities will be brilliant for the team here at Ovation. This will help us to continue to improve the business and the service we offer our clients."
Tom Morris
Ovation Finance
"We chose the new business membership with NextGen Planners (now Plannex) because it empowers our entire team, giving everyone access to high-quality training, events and support. It helps us stay ahead of best practice, develop future leaders, keep pace with technology and ensure those in support roles can perform at their best all as part of the NextGen Planners (now Plannex) Community."
Gretchen Betts
Magenta Financial Planning
"We have fully supported the values and objectives of NextGen Planners (now Plannex) since becoming members in 2017. Business Membership looks to be an excellent and timely offering for firms like ours who are in the growth phase. We look forward to making use of the new membership benefits to help us build and embed AI within our business, ensure we optimise our use of Adviser Tech and help grow our people."
Rich Ellis
Ellis Davies Financial Planning
"We’re really excited about the NextGen (now Plannex) Business Membership. The added resources, support and collaboration opportunities will be brilliant for the team here at Ovation. This will help us to continue to improve the business and the service we offer our clients."
Tom Morris
Ovation Finance
"We chose the new business membership with NextGen Planners (now Plannex) because it empowers our entire team, giving everyone access to high-quality training, events and support. It helps us stay ahead of best practice, develop future leaders, keep pace with technology and ensure those in support roles can perform at their best all as part of the NextGen Planners (now Plannex) Community."
Gretchen Betts
Magenta Financial Planning
"We have fully supported the values and objectives of NextGen Planners (now Plannex) since becoming members in 2017. Business Membership looks to be an excellent and timely offering for firms like ours who are in the growth phase. We look forward to making use of the new membership benefits to help us build and embed AI within our business, ensure we optimise our use of Adviser Tech and help grow our people."
Rich Ellis
Ellis Davies Financial Planning
"We’re really excited about the NextGen (now Plannex) Business Membership. The added resources, support and collaboration opportunities will be brilliant for the team here at Ovation. This will help us to continue to improve the business and the service we offer our clients."
Tom Morris
Ovation Finance
"We chose the new business membership with NextGen Planners (now Plannex) because it empowers our entire team, giving everyone access to high-quality training, events and support. It helps us stay ahead of best practice, develop future leaders, keep pace with technology and ensure those in support roles can perform at their best all as part of the NextGen Planners (now Plannex) Community."
Gretchen Betts
Magenta Financial Planning
"We have fully supported the values and objectives of NextGen Planners (now Plannex) since becoming members in 2017. Business Membership looks to be an excellent and timely offering for firms like ours who are in the growth phase. We look forward to making use of the new membership benefits to help us build and embed AI within our business, ensure we optimise our use of Adviser Tech and help grow our people."
Rich Ellis
Ellis Davies Financial Planning
"We’re really excited about the NextGen (now Plannex) Business Membership. The added resources, support and collaboration opportunities will be brilliant for the team here at Ovation. This will help us to continue to improve the business and the service we offer our clients."
Tom Morris
Ovation Finance
"We chose the new business membership with NextGen Planners (now Plannex) because it empowers our entire team, giving everyone access to high-quality training, events and support. It helps us stay ahead of best practice, develop future leaders, keep pace with technology and ensure those in support roles can perform at their best all as part of the NextGen Planners (now Plannex) Community."
Gretchen Betts
Magenta Financial Planning
"We have fully supported the values and objectives of NextGen Planners (now Plannex) since becoming members in 2017. Business Membership looks to be an excellent and timely offering for firms like ours who are in the growth phase. We look forward to making use of the new membership benefits to help us build and embed AI within our business, ensure we optimise our use of Adviser Tech and help grow our people."
Rich Ellis
Ellis Davies Financial Planning
"We’re really excited about the NextGen (now Plannex) Business Membership. The added resources, support and collaboration opportunities will be brilliant for the team here at Ovation. This will help us to continue to improve the business and the service we offer our clients."
Tom Morris
Ovation Finance
"We chose the new business membership with NextGen Planners (now Plannex) because it empowers our entire team, giving everyone access to high-quality training, events and support. It helps us stay ahead of best practice, develop future leaders, keep pace with technology and ensure those in support roles can perform at their best all as part of the NextGen Planners (now Plannex) Community."
Gretchen Betts
Magenta Financial Planning
"We have fully supported the values and objectives of NextGen Planners (now Plannex) since becoming members in 2017. Business Membership looks to be an excellent and timely offering for firms like ours who are in the growth phase. We look forward to making use of the new membership benefits to help us build and embed AI within our business, ensure we optimise our use of Adviser Tech and help grow our people."
Rich Ellis
Ellis Davies Financial Planning
"We’re really excited about the NextGen (now Plannex) Business Membership. The added resources, support and collaboration opportunities will be brilliant for the team here at Ovation. This will help us to continue to improve the business and the service we offer our clients."
Tom Morris
Ovation Finance
"We chose the new business membership with NextGen Planners (now Plannex) because it empowers our entire team, giving everyone access to high-quality training, events and support. It helps us stay ahead of best practice, develop future leaders, keep pace with technology and ensure those in support roles can perform at their best all as part of the NextGen Planners (now Plannex) Community."
Gretchen Betts
Magenta Financial Planning
Rich Ellis
Ellis Davies Financial Planning
"We have fully supported the values
and objectives of NextGen Planners (now
Plannex) since becoming members in 2017.
Business Membership looks to be an
excellent and timely offering for firms like
ours who are in the growth phase. We look
forward to making use of the new
membership benefits to help us build and
embed AI within our business, ensure we
optimise our use of Adviser Tech and
help grow our people."
Tom Morris
Ovation Finance
"We’re really excited about the NextGen
(now Plannex) Business Membership.
The added resources, support and
collaboration opportunities will be brilliant
for the team here at Ovation. This will help
us to continue to improve the business
and the service we offer our clients."
Gretchen Betts
Magenta Financial Planning
"We chose the new business
membership with NextGen Planners (now
Plannex) because it empowers our entire
team, giving everyone access to
high-quality training, events and support.
It helps us stay ahead of best practice,
develop future leaders, keep pace with
technology and ensure those in
support roles can perform at their
best all as part of the NextGen
Planners (now Plannex) Community."
Rich Ellis
Ellis Davies Financial Planning
"We have fully supported the values
and objectives of NextGen Planners (now
Plannex) since becoming members in 2017.
Business Membership looks to be an
excellent and timely offering for firms like
ours who are in the growth phase. We look
forward to making use of the new
membership benefits to help us build and
embed AI within our business, ensure we
optimise our use of Adviser Tech and
help grow our people."
Tom Morris
Ovation Finance
"We’re really excited about the NextGen
(now Plannex) Business Membership.
The added resources, support and
collaboration opportunities will be brilliant
for the team here at Ovation. This will help
us to continue to improve the business
and the service we offer our clients."
Gretchen Betts
Magenta Financial Planning
"We chose the new business
membership with NextGen Planners (now
Plannex) because it empowers our entire
team, giving everyone access to
high-quality training, events and support.
It helps us stay ahead of best practice,
develop future leaders, keep pace with
technology and ensure those in
support roles can perform at their
best all as part of the NextGen
Planners (now Plannex) Community."
Rich Ellis
Ellis Davies Financial Planning
"We have fully supported the values
and objectives of NextGen Planners (now
Plannex) since becoming members in 2017.
Business Membership looks to be an
excellent and timely offering for firms like
ours who are in the growth phase. We look
forward to making use of the new
membership benefits to help us build and
embed AI within our business, ensure we
optimise our use of Adviser Tech and
help grow our people."
Tom Morris
Ovation Finance
"We’re really excited about the NextGen
(now Plannex) Business Membership.
The added resources, support and
collaboration opportunities will be brilliant
for the team here at Ovation. This will help
us to continue to improve the business
and the service we offer our clients."
Gretchen Betts
Magenta Financial Planning
"We chose the new business
membership with NextGen Planners (now
Plannex) because it empowers our entire
team, giving everyone access to
high-quality training, events and support.
It helps us stay ahead of best practice,
develop future leaders, keep pace with
technology and ensure those in
support roles can perform at their
best all as part of the NextGen
Planners (now Plannex) Community."
Rich Ellis
Ellis Davies Financial Planning
"We have fully supported the values
and objectives of NextGen Planners (now
Plannex) since becoming members in 2017.
Business Membership looks to be an
excellent and timely offering for firms like
ours who are in the growth phase. We look
forward to making use of the new
membership benefits to help us build and
embed AI within our business, ensure we
optimise our use of Adviser Tech and
help grow our people."
Tom Morris
Ovation Finance
"We’re really excited about the NextGen
(now Plannex) Business Membership.
The added resources, support and
collaboration opportunities will be brilliant
for the team here at Ovation. This will help
us to continue to improve the business
and the service we offer our clients."
Gretchen Betts
Magenta Financial Planning
"We chose the new business
membership with NextGen Planners (now
Plannex) because it empowers our entire
team, giving everyone access to
high-quality training, events and support.
It helps us stay ahead of best practice,
develop future leaders, keep pace with
technology and ensure those in
support roles can perform at their
best all as part of the NextGen
Planners (now Plannex) Community."
Win back time to scale
without the burnout.
Win back time to scale
without the burnout.
Win back time to scale
without the burnout.
Find out how you can unlock growth
with a personalised diagnostic report.
Take this free 3 minute test and
start your journey.
Find out how you can unlock growth
with a personalised diagnostic report.
Take this free 3 minute test and
start your journey.
Find out how you can unlock growth
with a personalised diagnostic report.
Take this free 3 minute test and
start your journey.
Scale your firm without the burnout.
Watch our showreel to discover what Plannex Business can do for you.
Win back time to scale
without the burnout.
Find out how you can unlock growth
with a personalised diagnostic report.
Take this free 3 minute test and
start your journey.
Have a question? Lets talk.
Have a question? Lets talk.
Have a question? Lets talk.
Have a question? Lets talk.
Leave your details and we’ll be in touch soon.
Leave your details and we’ll be in touch soon.
Leave your details and we’ll be in touch soon.
Leave your details and we’ll be
in touch soon.