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Planner Assist alternatives & similar sites

Planner Assist | Paraplanner Australia — 18 websites ranked by shared content topics, category and on-page relevance.

Each result shows its full tech stack, contacts and AI-policy — not just a name · Browse all sites in Financial Planning →

Domain	Match	Title	Country/Lang	Category	AI files	Contact	AI-protection
cfp.net ↗	62 match shared topic	CFP Board \| Certified Financial Planner Board of Standards, Inc.	en	financial-planning	robotsllmsaihumans	email phone	none
naepc.org ↗	62 match shared topic	National Association of Estate Planners & Councils - NAEPC	United States~ en	financial-planning	robotsllmsaihumans	emailphone	none
morningstar.com.au ↗	62 match shared topic	Morningstar Australia - Empowering Investor Success	Australia en	financial-planning	robotsllmsaihumans	emailphone	none
unitedplanners.com ↗	62 match shared topic	United Planners – Culture Matters!	United States~ en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
faaa.au ↗	62 match shared topic	Financial Advice Association Australia	Australia en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
tradewelltax.com ↗	62 match shared topic	TradeWell™ Tax & Financial - Indiana Financial Planners	en	financial-planning WordPress	robots llmsaihumans	email phone	none
kingsfleetwealth.co.uk ↗	62 match shared topic	Homepage \| Kingsfleet Wealth \| Financial Planners \| Suffolk	United Kingdom en	financial-planning WordPress	robotsllmsaihumans	email phone	none
financialfreedomplanners.com ↗	62 match shared topic	Financial Planners \| Richmond, VA — Financial Freedom Planners	United States~ en	financial-planning	robotsllmsaihumans	emailphone	none
greerfinancialgroup.com ↗	62 match shared topic	Financial Planners Near Short Pump, VA	United States~ en	financial-planning	robotsllmsaihumans	email phone	none
acplanners.org ↗	62 match shared topic	Home - acplannerssite	en	financial-planning	robotsllmsaihumans	emailphone	none
calgaryfinancialplan.com ↗	62 match shared topic	Calgary Financial Plan — fee-only planners and plain advice	en	financial-planning	robotsllmsaihumans	emailphone	none
treystawealth.com.au ↗	62 match shared topic	Integrated Advice Australia \| Treysta Wealth	Australia en	financial-planning WordPress WooCommerce	robotsllmsaihumans	email phone	none
osaic.com ↗	55 match shared topic	Empowering Wealth \| Osaic	en	financial-planning Sanity	robotsllmsaihumans	emailphone	none
rbcwealthmanagement.com ↗	55 match shared topic	RBC Wealth Management United Kingdom	en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
quilter.com ↗	55 match shared topic	Quilter	en	financial-planning	robotsllmsaihumans	emailphone	none
accessfinancialplanning.com ↗	55 match shared topic	Fee-Only Financial Planning \| Andover, Massachusetts	en	financial-planning WordPress WooCommerce	robotsllmsaihumans	emailphone	none
edelmanfinancialengines.com ↗	55 match shared topic	Financial Advisors \| Edelman Financial Engines	en	financial-planning Adobe Experience Manager	robotsllmsaihumans	emailphone	none
rathbones.com ↗	55 match shared topic	Rathbones \| Wealth and Investment Management	en	financial-planning Drupal	robotsllmsaihumans	emailphone	none

How the match score works

Each match is a 0–100 similarity score — the higher it is, the more two sites resemble one another. It’s computed automatically from our own crawl data (never from what a site says about itself) by combining several independent signals, so a high score means several of them point the same way:

shared topics how many of the same fine‑grained content topics (IAB sub‑categories) both sites cover — the main signal.
same category whether they sit in the same business / industry category.
content & title how closely their titles and page descriptions line up in wording and meaning.

No single signal decides the result — they’re blended together. Treat the score as a way to rank candidates rather than an absolute percentage; the chips on each result show which signals contributed.