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PlanPlus Planit Virtual Training - Register Now for June Class
PlanPlus Planit Virtual Training makes learning the software easy! This online course is ideal for both beginning and advanced users of PlanPlus Planit. The training consists of three 2 hour weekly sessions which can be taken right from the comfort of your own office. Save on hotel & travel costs! Our next class begins on June 11.
PlanPlus Interview at CIFA Forum
PlanPlus President Shawn Brayman was recently interviewed at the CIFA Forum in Monaco. Click here to view the video.
PlanPlus Planit Video Demonstations
Not sure if PlanPlus Planit is right for you? Click here to watch a demonstration and find out how this powerful planning tool can fit into your business.
Click here to view a demonstration of some of the more advanced investment planning features of PlanPlus Planit. This video includes an introduction to product selection, setting up favourites lists and creating preferred portfolios: all time saving features when making recommendations to clients on the tactical implementation of their strategic portfolio.
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Country:
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Community
Edition |
Professional
Level 1 Modular Planning |
Professional
Level 2 Life Planning |
Professional
Level 3 Integrated Planning |
Our Most Popular Bundle
Professional Level 2 with Advanced Investment Planning & Morningstar |
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| Investment Planning | Yes / PDF | Yes / Word | Yes / Word | Yes / Word | Yes / Word |
| Modular Planning | Yes | Yes | Yes | Yes | Yes |
| Cash Flow Based Planning | No | No | Yes | Yes | Yes |
| Retirement Planning | Average Tax Rate | Graduated Tax Rates |
Multi Life Goals &
Graduated Tax Rates |
Multi Life Goals &
Graduated Tax Rates |
Multi Life Goals &
Graduated Tax Rates |
| Business Features | No | No | No | Yes | No |
| Free Help Desk Support & Learning Circle Webcasts | No | Yes | Yes | Yes | Yes |
| Monthly Subscription (Cdn $) | Free | $30 | $50 | $70 | $90 |
| Monthly Subscription (CNY) | Free | 135 | 225 | 315 | 400 |
| Monthly Subscription (USD $) | Free | $30 | $50 | $70 | N/A |
| Monthly Subscription (USD $) | Free | $22.50 | $37.50 | $52.50 | N/A |
| Monthly Subscription (EUR €) | Free | 19.50 € | 32.50 € | 45.50 € | N/A |
| Monthly Subscription (GBP £) | Free | 18£ | 30£ | 42£ | 54£ |
| Monthly Subscription (HKD) | Free | 150 | 250 | 350 | 450 |
| Monthly Subscription (INR) | Free | 1240 | 2060 | 2890 | 3710 |
| Monthly Subscription (MYR) | Free | 70 | 115 | 160 | 205 |
| Monthly Subscription (SGD) | Free | 30 | 50 | 70 | 90 |
| Monthly Subscription (USA $) | Free | $30 | $50 | $70 | $90 |
| Optional Morningstar Data * | No | $20 | $20 | $20 | Included |
| Optional Morningstar Data * | No | 90 | 90 | 90 | Included |
| Optional Morningstar Data * | No | 12£ | 12£ | 12£ | Included |
| Optional Morningstar Data * | No | 100 | 100 | 100 | Included |
| Optional Morningstar Data * | No | 825 | 825 | 825 | Included |
| Optional Morningstar Data * | No | 45 | 45 | 45 | Included |
| Optional Morningstar Data * | No | 20 | 20 | 20 | Included |
| Optional Morningstar Data * | No | $20 | $20 | $20 | Included |
| Optional Advanced Investment Planning ** | No | $20 | $20 | $20 | Included |
| Optional Advanced Investment Planning ** | No | 90 | 90 | 90 | Included |
| Optional Advanced Investment Planning ** | No | 12£ | 12£ | 12£ | Included |
| Optional Advanced Investment Planning ** | No | 100 | 100 | 100 | Included |
| Optional Advanced Investment Planning ** | No | 825 | 825 | 825 | Included |
| Optional Advanced Investment Planning ** | No | 45 | 45 | 45 | Included |
| Optional Advanced Investment Planning ** | No | 20 | 20 | 20 | Included |
| Optional Advanced Investment Planning ** | No | $20 | $20 | $20 | Included |
| Optional Finametrica Psychometric Risk Profile | No | $50 | $50 | $50 | No |
| Optional Finametrica Psychometric Risk Profile | No | 225 | 225 | 225 | No |
| Optional Finametrica Psychometric Risk Profile | No | $50 | $50 | $50 | N/A |
| Optional Finametrica Psychometric Risk Profile | No | $37.50 | $37.50 | $37.50 | N/A |
| Optional Finametrica Psychometric Risk Profile | No | 32.50 € | 32.50 € | 32.50 € | N/A |
| Optional Finametrica Psychometric Risk Profile | No | 30£ | 30£ | 30£ | No |
| Optional Finametrica Psychometric Risk Profile | No | 250 | 250 | 250 | No |
| Optional Finametrica Psychometric Risk Profile | No | 2060 | 2060 | 2060 | No |
| Optional Finametrica Psychometric Risk Profile | No | 115 | 115 | 115 | No |
| Optional Finametrica Psychometric Risk Profile | No | 50 | 50 | 50 | No |
| Optional Finametrica Psychometric Risk Profile | No | $50 | $50 | $50 | No |
| Total Monthly Subscription (Cdn $) | Free | $120 | $140 | $160 | $90 |
| Total Monthly Subscription (CNY) | Free | 540 | 630 | 720 | 400 |
| Total Monthly Subscription (USD $) | Free | $80 | $100 | $120 | N/A |
| Total Monthly Subscription (USD $) | Free | $60 | $75 | $90 | N/A |
| Total Monthly Subscription (EUR €) | Free | 52€ | 65€ | 78€ | N/A |
| Total Monthly Subscription (GBP £) | Free | 72£ | 84£ | 96£ | 54£ |
| Total Monthly Subscription (HKD) | Free | 600 | 700 | 800 | 450 |
| Total Monthly Subscription (INR) | Free | 4950 | 5770 | 6600 | 3710 |
| Total Monthly Subscription (HUF) | Free | 4500 | 7500 | 10500 | N/A |
| Total Monthly Subscription (MYR) | Free | 275 | 320 | 365 | 205 |
| Total Monthly Subscription (SGD) | Free | 120 | 140 | 160 | 90 |
| Total Monthly Subscription (USA $) | Free | $120 | $140 | $160 | $90 |
| Buy Now! | |||||
| Buy Now! | |||||
| Buy Now! | |||||
| Buy Now! | |||||
| Buy Now! | |||||
| Buy Now! | |||||
| Buy Now! | |||||
| Buy Now! | |||||
| Buy Now! | |||||
| * Not available in some countries | |||||
| ** Requires Morningstar data | |||||
| Pricing includes 25% Emerging Market discount. | |||||
| Corporate discounts exist based on the number of users in a firm. Click Here to find out more. | |||||
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