Individual Subscribers

PlanPlus Planit is the tool you need to integrate investment and financial planning advice into your practice in a simple easy to use manner. As an individual subscriber you can benefit from the same level of sophistication and features that advisors who have access to corporate deployments enjoy.

While there are over 70 reports and documents available in PlanPlus Planit, the Investment Policy Statement and the Personal Financial Strategy are two of the most widely used documents. These powerful tools can position you as the primary problem solver for your clients. They allow you to quickly identify your client's current problems and opportunities and provide advice and recommendations that are tailored to your client's specific needs and goals.

Investment Policy Statement

The Investment Policy Statement (IPS) identifies your client's current investment behaviour and provides a proposed investment strategy based on the clients comfort with investment risk.

This client friendly document includes a net worth statement, risk profile analysis and recommended asset allocation. You can also optionally include an implementation strategy using our Security Selection features to provide the client with a detailed buy/sell list that will move the client towards achieving their asset allocation targets.

The IPS also includes great client educational content that will help your client feel more comfortable in moving forward with your investment recommendations.

Personal Financial Strategy

The Personal Financial Strategy (PFS) goes beyond the IPS by extending the client's investment strategy into an overall financial plan. It starts out by doing a "Current Situation" analysis that will determine if the client can achieve all of their "life goals" given their current situation and behavior. Once any shortfalls have been identified, the next step is to develop a strategy that recognized the client's priorities, and willingness to make changes.

This strategy is developed using the PlanPlus Planit unique AutoModel™ process. The system will use parameters you define to identify the behavior changes that are needed to eliminate any shortfalls. This is a big time saver for advisors since up to 100 what if scenarios can be ran in minutes. 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" is a powerful illustration of the value of your advice and the impact it will have on the client's situation. It will also show them how imperative it really is to make the suggested changes and to have a financial advisor help implement that strategy.

Demo

A free 7-day trial of PlanPlus Planit Professional Edition is available upon registration for the PlanPlus Planit Community Edition. This trial will allow you to test and experience the key features that are not available in the Community Edition.

See for yourself the customized branding options, integrated data feeds from Morningstar (or other alternatives), FinaMetrica psychometric risk profiling, integrated disposition analysis of business interests, Life Goals integrated planning, and back office integration solutions available with an upgrade to PlanPlus Planit Professional Edition.

The 7-day free demo is subject to limitations including the length of use (7 days), and you may enter a maximum of one test client.

Back Office Integration

PlanPlus Planit 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 Planit 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. As well, PlanPlus Planit includes a simple comma-delimited file format (CSV) that can be used to import customer data from a variety of other platforms at a user level.

Below are just some of the back offices we integrate with.

To view a complete listing of our integration and strategic partners, and how they help us better serve you, please click Partners.

FinaMetrica Risk Profiles

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, PlanPlus Planit can be expanded to include the FinaMetrica Psychometric Risk Profile, providing you with the opportunity to gauge more factors that affect risk tolerance, and implement a portfolio that reflects risk tolerance more accurately. Go to www.riskprofiling.com for more information on FinaMetrica.

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