Built for Modern Financial Planners
Why Traditional Reporting Fails
The gap between your analysis and client understanding is costing you trust and time.
The Old Way
Information Overload
50+ page text-heavy PDF decks that clients gloss over and ignore.
Generic Templates
Rigid software that forces you into a "one size fits all" box.
Hours Wasted
Manually formatting spreadsheets and wrestling with PowerPoint.
The OnePagePlan Way
Visual Clarity
Concise, 1-page visuals that drive immediate understanding and "aha!" moments.
Total Flexibility
Drag & drop customization to fit the exact story of your meeting.
Done in Minutes
Client-ready reports generated in under 10 minutes, giving you your day back.
Everything you need to impress
Built specifically for advisors who want to communicate value, not just data.
Three Steps to Client Clarity
Select Template
Start with a pre-built template or a blank canvas.
Drag & Drop
Add widgets, charts, and text. Customize in seconds.
Present & Impress
Export to PDF or present directly on screen.
Perfect for Every Meeting
Adapt to any client conversation in minutes.
Ready to Transform Your Meetings?
Start creating professional, visual plans that drive client action today.
Cancel anytime