PlanGuru is budgeting and forecasting software designed to help businesses and nonprofits make better decisions.
Expanding Your Advisor Services by Steering Your Clients into the Future
There is a huge untapped market for forward-looking financial advisor services. Expand the depth and breadth of the services you provide with a powerful, time-saving budgeting and forecasting tool.
PlanGuru is budgeting and forecasting software designed to help businesses and nonprofits make better decisions. Whether it’s a high level forecast for the bank or a detailed multi-departmental operating budget, PlanGuru can enable you (or your team) to produce a more accurate analysis in less time.
By taking advantage of this technology you will be successful in attracting new clients and generating greater fees per client, while becoming a truly trusted advisor.
Christian Wielage is CEO, PlanGuru. Prior to joining PlanGuru, Christian was the Worldwide Plan Analyst for the Global Technologies Group at IBM. Preceding that he had a similar role with IBM North American Operations. Since joining PlanGuru, he has helped hundreds of businesses, non-profits and financial professionals build more accurate forecasts in less time.