The PlanPlus Web Advisor is your first step to integrate investment and financial planning advice into the sales and fulfillment processes of your company. The solution supports various levels of sophistication to match the requirements of each sales channel.
The Web Advisor provides user administration with advisor, branch and regional breakdowns. You may also choose to integrate with your existing security and administrative solution. In addition, the Event Log Browser provides summary data on user activity for managers, such as documents produced and clients added. As a corporate customer, you may choose to include features, and exclude others for different levels of use, such as counter staff or full planners, based on login access level. The Web Advisor is a scalable application from counter staff to Certified Financial Planners.
The Investment Policy Statement, Client Planning Assessment and the Personal Financial Strategy are powerful tools to position your advisors as the primary problem solver for their clients. The Investment Policy Statement (IPS) presents the client’s current investment behaviour and proposed investment strategies. The Personal Financial Strategy (PFS) goes beyond by generating an action plan based on the AutoModel Process. The AutoModel takes basic parameters to automatically generate “what-if” strategies that allow your clients to meet their capital objectives. The action plan guides clients through steps necessary to reach their financial and life goals. The “Before and After Comparison” will show them how imperative it really is to have an experienced financial advisor to help implement these changes.
When combined with Web Services integration, this J2EE Web application becomes a seamless part of your traditional order management and account inquiry systems. The PlanPlus Web Advisor is supported by an advanced and reliable independent database. And since it is WebSphere enabled, it can be hosted on IBM’s WebSphere or other J2EE compliant web servers. Enterprise connectivity means that there is no more double entry, so managed account information updated seamlessly.
Other features of the PlanPlus Web Advisor include:
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Life Goals Documents – Show the client the impact of portfolio decisions on retirement and “Life Goals”. The analysis integrates target asset allocation, year-by-year tax calculations, insurance proceeds, estate considerations and more.
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Detailed Holdings – Track the individual accounts and holdings for each client. The product master contains stocks, bonds, mutual funds, term deposits or other investments updated daily from Cannex.
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Strategic Asset Allocation – Current and target portfolio analysis using historical indices and Modern Portfolio Theory.
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Robust Financial Calculators for simple illustrations.
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Security Selection – Create individualized pick-lists of recommended investments from a product master.
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Online Safety Deposit Box - save generated reports to a Web Advisor account and archive plans for reference later.
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E-learning Modules - seventeen training sessions, with over ten hours of content, directed by a PlanPlus CFP® on how to navigate the Web Advisor, use the tools properly and efficiently, and discover advanced planning tips.
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More Resources including a User’s Guide, Frequently Asked Questions section and a live Support Desk staffed by PlanPlus professionals available through a toll-free number to address your questions or problems.
If you are inquiring from a corporate perspective, are welcome to try our free 7-Day Trial version of the Web Advisor, allowing you to test and understand the key features of the software from an advisor perspective. See for yourself that PlanPlus Web Advisor calculators, reports, financial plans, security selection and asset allocation are the superior tools that can meet your needs of your advisors and of your clients.
A more effective course of action is to contact PlanPlus. For corporate evaluations a Mutual Non-Disclosure Agreement is executed and PlanPlus will provide additional support to evaluate the administrative capabilities, integration options and more.
Try a Free 7-Day Demo
To view testimonials on PlanPlus Web Advisor, its training materials and its staff, please use the link below. These testimonials are from a variety of current corporate customers, individual users and integration partners.
Testimonials
PlanPlus integrates with a variety of systems in order to best meet your needs. By combining an outstanding planning tool, data integration and excellent training, PlanPlus Web Advisor offers the most well-rounded system on the market today. To view a list of all our integration and strategic partners, and how they help us better serve you, please use the link below entitled "Strategic Partners".
Strategic Partners
PlanPlus Web Advisor is currently available in Canada, USA, the United Kingdom and many other countries around the world. To see what features are available for these different countries, please click on the link below.
Multi-Jurisdictional Features Spreadsheet
The Web Advisor has five distinct access levels – Basic, Bronze, Silver, Gold and Platinum – so no matter what the planning requirements of your firm and your advisors are, there is a price and functionality that is suitable for both. The independent Delivery Channel means Web Advisor is a scalable application from counter staff to Certified Financial Planners and the learning curve is adjusted for all groups.
For more information on purchasing or receiving a quote for PlanPlus Web Advisor for your corporation, you can choose to Have a Sales Representative Call You or Contact Us.
