Whether you're a financial advisor scaling your practice, an employer boosting retention, or a financial institution enhancing your offering—we have a solution that fits your business model.
Scale your practice
Boost retention & productivity
Offer to your clients
Partner with Pluto Coach to serve more clients, increase revenue, and offer 24/7 AI-powered financial planning to your clients.
Serve unlimited clients without proportional time increase. Pluto Coach handles routine questions 24/7, freeing you to focus on high-value strategic coaching.
Earn referral commissions on every client you refer. Recurring revenue from the 98% market you couldn't serve before. Build pipeline for future premium clients.
Offer premium clients 24/7 AI support for routine questions. Differentiate your practice with cutting-edge technology. Higher client satisfaction and retention.
Clients make better decisions with 90-year projections and scenario testing. Higher AUM growth. More confident financial planning.
Brand Pluto Coach as your own. Offer it as part of your advisory services. Custom branding available. Seamless integration with your practice.
Dedicated partnership manager, marketing materials, and training to help you succeed. We work with you to create a partnership model that fits your practice.
Serve clients worldwide with multi-currency support. Pluto Coach automatically adapts to INR, USD, GBP, EUR, AED, CAD, AUD, and more. Clients can track assets and liabilities in multiple currencies and view their combined net worth in their preferred base currency. All calculations, projections, and insights are automatically adjusted to each region's financial context.
As a financial advisor, you're limited by time, client capacity, and scalability. Most of the market can't afford traditional advisory fees—but they still need financial planning.
Clients You Can Serve Effectively
Market Can't Afford Your Fees
Time for Client Questions
The same financial planning capabilities that cost thousands per year, available 24/7 at a fraction of the cost
Interactive projections showing retirement, goals, and net worth trajectory. Clients see their complete financial future unfold in real-time.
Test any life event before it happens. "Can I afford this house?" "What if I have a second child?" Get instant personalized answers.
Pluto Genie answers unlimited questions, personalized to each client's financial picture. Available whenever clients need help.
36 comprehensive learning modules help clients make smarter financial decisions. Progressive learning path for improved financial literacy.
Boost employee retention and productivity with comprehensive financial wellness. Help your team build wealth, reduce financial stress, and achieve their life goals.
Financially stressed employees are 2x more likely to be distracted at work. Help your team focus on what matters most with clear financial planning.
Companies with financial wellness programs see 2.3x higher employee retention rates. Reduce turnover costs and build a loyal workforce.
73% of employees report less financial stress after using Pluto Coach. Create a happier, more engaged workforce.
36 comprehensive learning modules help employees make smarter financial decisions, reducing costly mistakes and improving overall financial health.
Financial stress leads to 2x higher healthcare costs. Help employees manage their finances to improve their physical and mental health.
Stand out in the talent market with a comprehensive financial wellness program that shows you care about your employees' long-term success.
Enhance your service offering with comprehensive financial planning. Help your clients make better decisions about your products.
Your clients have accounts, loans, and credit cards—but they don't know if they can afford that home loan or how it impacts their retirement. Pluto Coach shows them their complete financial picture.
You sell policies—but clients struggle to understand how much coverage they need. Pluto Coach helps them see how insurance fits into their complete financial plan.
You offer investment products—but clients don't know how much to invest or when they can retire. Pluto Coach provides 90-year projections and AI-powered coaching.
See their complete financial future—retirement, major goals, net worth trajectory. Not just account balances.
Pluto Genie answers unlimited questions, personalized to each client's financial picture. "Can I afford this house?" "How much insurance do I need?"
Emergency fund, home purchase, children's education, retirement, and more. Each goal shows realistic timelines and financial impact.
RESTful API to embed Pluto Coach directly into your platform. Full white-label options available. Customers never leave your ecosystem.
Seamless links from your platform to Pluto Coach. Single sign-on support for frictionless user experience.
Fully branded as your own product. Custom colors, logos, and domain. Complete control over the user experience.
Home Loan: "Can I afford a ₹50L home loan? How does it impact my retirement?" Result: More confident loan applications, better loan utilization.
Coverage: "How much life insurance do I need? What about health insurance?" Result: Better coverage decisions, higher policy values.
Planning: "How much should I invest monthly? When can I retire?" Result: Higher investment amounts, better portfolio allocation.
Earn revenue share on customer subscriptions. The more customers use Pluto Coach, the more you earn.
License Pluto Coach for your entire customer base at a fixed annual rate. Predictable costs, unlimited usage.
Tailored partnership terms based on your customer base, integration needs, and strategic goals.
Let's discuss how Pluto Coach can transform your business. We'll show you exactly how it works and answer all your questions.
Schedule a personalized demo and see how Pluto Coach can transform your business