Please be advised that this demo's data is being stored on an unsecure site and you will be able to input data for one client only. This demo will expire in 7 days.
If you are a corporate user the features in this trial will not allow you to see all the features available in a corporate deployment. Contact PlanPlus at 1-800-364-1293.
We thank you for taking the time to evaluate our software and hope you have a rewarding experience.
PlanPlus recommends that you review the Overview of PlanPlus Webadvisor prior to Demo Registration.
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Users Manual - Please refer to "Web Advisor Users" on the home page of the Web Advisor. The manual will provide you with easy reference to the basic functions and features of the Web Advisor.
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Onboard Help – Within each screen of the Web Advisor there is a Help link in the menu. It is your resource for information regarding the screen that you are currently viewing.
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FAQ - Please refer to "Frequently Asked Questions" on the home page of the Web Advisor. Specifically you may want to review the FAQ on how to create "Detailed Assets".
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E-Learning - Please refer to "Web Advisor Training" on the home page of the Web Advisor. Take a few minutes to review our "Creating an Investment Policy Statement" and "Introduction to the Web Advisor" modules.
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Help Desk Support - When you cannot find the help you need with our onboard help library, you may need to contact the PlanPlus Help Desk. PlanPlus standard hours for technical support are Monday through Friday, from 8:00 a.m. to 6:00p.m. Issues can be reported to the Client Services department Help Desk via telephone (705) 324-8008 or toll-free at (800) 601-1762, or e-mail support@planplus.com.
