PlanPlus Inc. is an award-winning global innovator for financial planning and wealth management software and training solutions.

Our ground-breaking PlanPlus Web Advisor software is used by major banks, investment firms, insurance companies, credit unions, mutual fund and financial planning firms in North and South America, the Caribbean, Asia and Europe.

Our aim is to become the U.S.A advisor's preferred provider of Wealth Management software and training. We want advisors to be able to create simple or sophisticated Investment Plans and Policy Statements. We want advisors to be able to create written reports in minutes that are attractive, compelling and inspire confidence.

We offer Corporate Enterprise Discounts based on the number of advisor licences purchased. Contact us to find out more.

Take a look at our 15 minute recorded presentation and see how EASY Web Advisor is to use.