PlanEasy Inc.
$26,000.00 CAD
≈ 4 months of average Canadian pay
- Department
- National Research Council Canada
- Recipient country
- Canada
- Fiscal year
- 2022-2023
- Agreement period
- August 2, 2022 – March 15, 2023
- Reference
- nrc-cnrc:172-2022-2023-Q2-993562
Published purpose
The focus of the project is to improve the user experience for online advice-only financial planning by focusing on the onboarding process, discovery process, and planning process. The goal is to identify key areas that have an opportunity to increase engagement and test/measure improvements.
Community tags
Tags are applied by readers, not by this site. One tag per person per record.
Good value
Local impact
Needs context
Questionable
Success story
Wasteful
View official source record
Imported July 30, 2026 from open.canada.ca Grants & Contributions