The PlanPlus Web Advisor is your first step to integrate investment and financial planning advice in a simple, easy to use manner into your practice.
The Investment Policy Statement, Initial Assessment and the Personal Financial Strategy are powerful tools to position you as the primary problem solver for your clients. They allow you to quickly identify your client’s current problems and opportunities allowing you to direct them into an appropriate level of service.
The Investment Policy Statement (IPS) identifies the client’s current investment behaviour and proposed investment strategies. This quick and straightforward document includes: customer information, summary net worth of assets and liabilities, and a risk profile that maps into a target portfolio.
The Personal Financial Strategy (PFS) goes beyond the IPS 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 goals. The PFS then generates an action plan to guide your clients through necessary steps to achieve their life goals, generating maximum opportunity for your business. The “Before and After Comparison” will show them how imperative it really is to make the suggested changes and to have a financial advisor to help implement them as easily and effectively as possible.
The Web Advisor has four distinct access levels – Basic, Bronze, Silver and Gold – so no matter what your planning requirements are, there is a price and functionality level that’s right for you. For more information please visit the section “Levels of Service Comparison”.
Other features of the PlanPlus Web Advisor include:
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Security Selection – Create your own individualized pick-lists of recommended investments from a product master.
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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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Online Safety Deposit Box - Save generated reports to a Web Advisor account and archive plans for reference later.
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Browser Based – No more conflicts with Microsoft Windows and other applications. Access your account from anywhere that has the Internet and a browser!
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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.
A free 7-Day Trial version of the Web Advisor is available, allowing you to test and understand the key features of the software. 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 and the needs of your clients.
The Trial Version of the Web Advisor is subject to certain limitations including the length of use (seven days), and you may enter a maximum of one test client.
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' ASP solution 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. In some cases integration requires your head office to work with PlanPlus to activate the link.
Below are just some of the back offices we can integrate with. 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
FinaMetrica provides a scientifically validated technique for assessing financial risk tolerance and an easily understood methodology for incorporating the assessment into the financial planning process. By partnering with FinaMetrica, the Web Advisor can be expanded to include the FinaMetrica Psychometric Risk Profile. Thus you will have the opportunity to gauge more factors that affect risk tolerance, and implement a portfolio that reflects risk tolerance more accurately.
For more information on FinaMetrica, please see our “Strategic Partners” site, or the PDF document below.
Subscribe to FinaMetrica Risk Profile (PDF)
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
All amounts are shown in Canadian dollars.
Feature |
 Bronze |
 Silver |
 Gold |
 Platinum |
| Price (monthly) |
$50 |
$75 |
$100 |
$350 |
| Personal Information |
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| Assets & Liabilities |
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| Detail Assets & Liabilities |
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| Insurance |
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| Cash Flow Management |
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| Detailed Budgeting |
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| Pension & Other Revenues |
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| Objectives |
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| Savings |
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| Will Planning |
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| Risk Profile |
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| Asset Allocation |
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| Auto Model Assumptions |
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| Daily Stock / Mutual Fund Pricing |
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| Back Office Integration |
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| FinaMetrica Risk Profiling |
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| Advice Transition Program (with 30 group coaching sessions) |
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