Richard D.
Posted
Planscout is very accommodating
Planscout is very accommodating, are awesome people with a sharp focus on what planners really need!

Excellent
7 reviews
Honesty, pricing, process and quality scores appear once 5 customers have rated them.
PlanScout is a fully outsourced financial plan development service for financial advisors. We create visually engaging and comprehensive financial plans for your clients in just 3-4 days for a fixed price, saving you time to grow your practice.While the average advisor spends 15 hours on a plan, PlanScout advisors spend 2.
Planscout (planscout.com) has 7 customer reviews on Rated Honest, with an average rating of 5.0 out of 5.
Showing 7 reviews with 5 stars · Clear filters
Richard D.
Posted
Planscout is very accommodating, are awesome people with a sharp focus on what planners really need!
Leon J.
Posted
A one page income plan that can be used as a sales tool, a monitoring tool, a unique proposition for marketing and part of a process that can simplify not only income planning, but Account tracking.
Mark C.
Posted
Great support from PlanScout. Rather and his team are always there to help!
Jeff T.
Posted
Answered questions and walked thru complex illustrations with me
Maggie K.
Posted
Being an Financial Advisor, being able to lean on such a stellar tax planning team helps me stand-out amidst my peers. PlanScout is a HUGE value-add, which allows me to help save my people potentially thousands, sometimes millions, of dollars in taxes in retirement.
Amber
Posted
Great product, simplifies our planning process!
Rosa S.
Posted
Raygar and Emmah are terrific and very helpful!