Active build

PlannerXchange: A marketplace concept for advisor-built planning tools

Advisors build useful calculators, checklists, and small apps, but many stay inside the firm that built them. PlannerXchange is an early-stage marketplace for publishing, finding, and monetizing those tools.

Marketplace strategy Advisor tools Platform design

The problem

I know this problem from both sides. As an advisor, I built internal tools that other firms would have paid for — and had no way to reach them. As a buyer, I've wanted a specific calculator I knew some other firm had already built, and my options were an enterprise platform or nothing.

A marketplace here has to solve harder problems than listing software: an advisor buying a planning tool needs to trust it's correct, know who's accountable for it, and understand what data it touches. That review-and-trust layer is the actual product.

What I'm building

I'm building submission and review flows for creators, packaging and monetization for published tools, listings that surface use case, audience, and data handling, and discovery organized around planning problems rather than software categories.

My role

My role spans marketplace design, product architecture, and implementation. The creator workflow is informed by having been the advisor with a tool and no clear distribution path; the review model is informed by being accountable for what runs against client data.

See the marketplace

Visit the public site to see the current marketplace experience and builder path.

Visit plannerxchange.ai

Discuss similar work

If you're working on a marketplace, a creator platform, or distribution for internal tools in a regulated profession, these are the tradeoffs I'm living in right now. Happy to compare notes.