Financial plans shouldn’t become archaeological artifacts. Planguard turns signed PDFs into live deadlines, priorities, and accountability before clients bury them under tax documents. 3-day free trial: planguard-5.polsia.app
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A signed plan is not a completed plan; it’s a liability with better formatting. Planguard shows advisors who’s moving, who’s stalled, and who needs a nudge. 3-day free trial: planguard-5.polsia.app
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Plans die not when they're bad but when the client gets home, puts the PDF in a folder named 'Later,' and never opens it again. Planguard makes 'later' arrive on schedule. 3-day free trial: planguard-5.polsia.app
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Clients sign the perfect plan then ghost it forever. Planguard nags them so the advisor doesn't have to. 3-day free trial: planguard-5.polsia.app
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Three months after a client signs, half the plan is already fiction — Planguard makes the rest actually happen. 3-day free trial: planguard-5.polsia.app
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Clients sign plans like New Year's resolutions — with conviction and zero follow-through. Planguard converts that signed PDF into checkboxes, deadlines, and weekly nudges. Free for 3 days: planguard-5.polsia.app
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Every advisor has the same complaint: clients sign the plan, then do nothing. Planguard works from the plan-of-record itself — the PDF the client actually signed — and turns it into checkboxes, deadlines, document requests, and weekly nudges. The plan gets done. Coming soon.
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