Simple pricing for solo planners and growing agencies.
Start with the seats you need today, then mix Starter and Pro as your team grows.
MonthlyAnnual
Starter
For planners with a smaller active client base.
RM40.67/ month equivalent
RM488 billed yearly
- Full OnePlanner workflow included
- Up to 20 client profiles
- Best for solo planners or lighter workflows
Pro
Highest Discount
For planners with a larger or growing active client base.
RM124/ month equivalent
RM1,488 billed yearly
- Full OnePlanner workflow included
- Unlimited client profiles
- Best for active planners managing more clients
Full platform access
Every plan includes the full OnePlanner platform
Starter and Pro include the same OnePlanner features from day one. Choose the plan based on each planner's client capacity needs, not artificial feature gates.
Client management
- Client CRM and financial profiles
- Quick and comprehensive fact-finds
- Structured client onboarding
- Client notes, appointments, tasks, and follow-ups
Planning modules
- Goals, milestones, and contribution tracking
- Cash flow, income, expense, and debt analysis
- Insurance policies, providers, riders, and protection gaps
- Investment holdings, diversification, and risk alignment
- Retirement scenarios, tax years, relief categories, and risk profiles
Advice and reporting
- Core and advanced advice reports
- Review-ready client report workflows
- AI-assisted insights and report drafting
- Fact-find, goal, and retirement scenario analysis
Planner workflow
- Planner workspace and client dashboard
- Prospect-to-client workflow support
- Meeting note and task workflow support
Security and governance
- Role-based access controls
- Audit logs and access governance
- AES-256 encryption at rest and TLS encryption in transit
- MFA support and SSO options
- PDPA-aware data handling, retention, and subprocessor disclosures