PlanPlus has strategic software and business relationships that result in enhanced integration and reduced workload for our customers when using PlanPlus Planit.Special Partners
The FinaMetrica risk profiling system is used by leading advisers in 16 countries, and seven languages. The system has been used to complete risk profiles on over 400,000 individuals. FinaMetrica is the world’s first system to meet internationally accepted psychometric standards for risk tolerance testing. FinaMetrica has been fully integrated to PlanPlus Planit and is available on a subscription through PlanPlus.
Morningstar, Inc. provides information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds, etc. With operations in 18 countries, Morningstar provides data on more than 280,000 investment offerings worldwide. Morningstar data is tightly integrated with PlanPlus Planit, and may be purchased as an additional option, or in some cases, may be included in the PlanPlus Planit subscription package.
The Wealth Enhancement Academy™ strategic wealth management process helps financial advisors and their firms overcome current industry challenges. WEA's core management team has years of experience enhancing the financial well being of their financial planning clients, resulting in industry-leading revenue per client performance. WEA is a co-developer, along with PlanPlus of the Advice Transition Program, an award winning practice development solution.
The CAPS, Argentine Advice of Successory Planning Civil Association is the first organization in Latin America to promote the establishment, the practice and the diffusion of Personal Financial Planning.
Captus Press is the publisher of, among other things, Personal Financial Planning, by Ho & Robinson. The book has been integrated with PlanPlus for Students, for use by University and College programs.
The Covenant Group provides practice management solutions in Canada and the USA, primarily to the insurance market.
VirtGroup provides a cost-effective distribution management called VirtGate via a web service that automates much of the workflow of a wealth management, life insurance or health insurance brokerage enterprise.
Founded in 1986, Croesus Finansoft is a worldwide leader in the field of wealth management and Canada's number one CRM and Portfolio Management Software. It’s solutions offer tools for retail brokerage, investment management and private banking investment professionals.
PlanPlus is an Advanced Business Partner with IBM, providing us with access to software tools for testing, subsidies on advertising programs and other marketing and technical advantages.
NBCN is the leading supplier of correspondent brokerage services to the Canadian financial community. NBCN provides trading, operations, administrative and research services to independently owned and managed financial services firms. NBCN represents 70 IDA registered firms and about 3000 advisors in Canada.
Velocity Solutions is an information technology services firm providing services to help clients focus on their core business, increase their effectiveness and lower their operating costs. Velocity has been helping clients in Greater China, South East Asia and Australia since 1998.
Web Financial Solutions provides technical solutions to help companies increase revenue and reduce expenses using advanced Internet technologies from IBM Corporation. Solutions include extending current business systems, rewriting older business systems, creating new systems and skills training.
Temenos Group AG is the market leading provider of banking software systems to retail, corporate, universal, private, Islamic and microfinance & community banks. Temenos is headquartered in Geneva and has more than 60 offices in 41 countries.
ADP Dataphile delivers innovative real-time solutions and services for independent securities and mutual fund dealers. ADP is the world's largest brokerage processing service provider. With offices in Vancouver and Toronto, ADP Dataphile has over 40 clients across Canada.
Arius Software is a Canadian leader in bringing Internet-based account opening to both MFDA and IIROC dealers with interfaces to many popular back office systems. Innovations with electronic signatures and account opening at the kitchen-table using popular devices increase operational efficiency, improve client services, and reduce costs.
As Canada's leading source for Investment Fund data and analysis, Fundata offers clients accurate and comprehensive information on available Canadian Investment Funds. At the core of its services is a database containing more than 800 data points on over 11,000 investment funds and related products.
Kronos is the global leader in workforce management solutions that enable organizations to control labor costs, minimize compliance risk, and improve workforce productivity.
Lipper, a Thomson Reuters company, is a global leader in supplying mutual fund information, analytical tools, and commentary. Lipper’s benchmarking and classifications are widely recognized as the industry standard by asset managers, fund companies and financial intermediaries.
Novinsoft is a leading developer of Insurance Illustration Systems, Needs Analysis, Sales Concepts, and Wealth Management sales modules for the Financial Services industry.
Stock price feeds are available from a number of popular data providers including Reuters, Bloomberg and Bridge. Price feeds from these companies can be imported into PlanPlus and used to update product master and customer portfolios.
Technology Platforms specializes in CRM implementation using GoldMine, ACT!, Maximizer and Microsoft CRM. Technology Platforms provides Remote Support and Training for clients across Canada using current state-of-the-art technology.
Ticoon focuses exclusively on web-based front office solutions for the global financial services marketplace. Ticoon's solutions enable financial services firms to integrate multiple business and product lines to create a single investor experience, a single platform for advisors & agents and one enterprise product and services marketplace for dealers and manufacturers.
The Univeris wealth platform is the most comprehensive wealth management platform for Canada's financial services industry. Designed and developed using industry best practices, Univeris has a flexible and modular architecture that fits seamlessly into existing technology environments.