Press Releases

Below is the complete listing of PlanPlus press releases organized by year and date of publication. Click the title of the article to view the entire press release. These press releases require Adobe Acrobat in to read. (Download Acrobat Reader)

2010

Worldwide, July - PlanPlus Launches in Eastern Europe   (BUL PDF)   (CHS PDF)   (FRE PDF)   (HUN PDF)   (RUS PDF)   (SPA PDF)

Worldwide, May - CIFPS chooses PlanPlus

Worldwide, April - PlanPlus Opens Office in China   (CHI PDF)   (CHS PDF)

2009

Worldwide, October - PlanPlus Announces New VP in South East Asia (ENG PDF)   (CHI PDF)
Worldwide, October - PlanPlus Announces "Planipedia.org" at FPA Conference (ENG PDF)   (CHI PDF)
Worldwide, October - Free 'PlanPlus Planit' Community Edition Released (ENG PDF)   (CHI PDF)
Canada, July - Kronos CRM Platform Integrates with PlanPlus Web Advisor (ENG PDF)   (FRE PDF)
Caribbean, June - Caribbean Financial Planning Association Chooses PlanPlus (PDF)
Worldwide, June - IBM announces that PlanPlus Inc. is selected as a finalist for the IBM Beacon Awards (PDF)   (CHI PDF)
China, June - PlanPlus and IFPHK Offer Workshop on "Building Trust" (ENG PDF)   (CHI PDF)   (CH-Trad PDF)
US, June - PlanPlus Launches Web Advisor Targeting Multi-lingual US Market (PDF)
Canada, February - PlanPlus Expands Operations to the West Coast (PDF)

2008

Canada, November - Credential Financial Inc. Deploys PlanPlus Web Advisor for Financial Planning (PDF)
China, October - PlanPlus Announces New VP Global Sales & China Operations (PDF)
Worldwide, May - PlanPlus Chooses Morningstar Global Fund and Equity Data for Web Advisor Platform (PDF)
Canada, April - Larry Bowen joins PlanPlus as VP Operations (PDF)
Malaysia, March - Financial Planning Software Now Available for Students in Malaysia (PDF)
Canada, March - New Method offers Alternative to Monte Carlo - Investment Exeuctive Article

2007

Canada, December - Canadian Investment Awards 2007 (PDF)
Worldwide, December - Shawn Brayman Receives International Research Award (PDF)
Canada, October - PlanPlus and Winfund Announce Integrated Solution (PDF)
Worldwide, July - PlanPlus President Shawn Brayman Wins International Award (PDF)
Canada, June - PlanPlus Inc. & the Wealth Enhancement Academy Launch the "Advice Transition Program" Training (PDF)
Canada, January - Xeye Announces Integration with PlanPlus Web Advisor™ (PDF)

2006

Canada, December - Several Major Credit Unions Switch to PlanPlus Web Advisor™ (PDF)
Canada, December - Rogers Group Financial Selects PlanPlus Web Advisor™ (PDF)
Canada, November - CoVirt and PlanPlus Announce Integration Agreement (PDF)
Argentina, July - CAPS Launches PlanPlus Web Advisor as First Commericially Available Financial Planning Software in Argentina (PDF)
Worldwide, July - PlanPlus Extends Regional Language Support (PDF)
Canada, July - Worldsource Financial Management Partners with PlanPlus Inc. (PDF)
Canada, April - South Interlake Credit Union Selects PlanPlus Web Advisor™ (PDF)
Canada, March - Rice Financial Releases PlanPlus Web Advisor™ (PDF)
Canada, March - Westminster Savings Credit Union Deploys PlanPlus Web Advisor (PDF)
Canada, March - Canaccord Implements PlanPlus Web Advisor for Advisors (PDF)
Canada, February - FinaMetrica Risk Profiling System Released in Canada as Integrated Module with PlanPlus Web Advisor™ (PDF)
Canada, February - PlanPlus Web Advisor Selected as Financial Planning Tool for Altamira Investment Services (PDF)
Canada, January - PlanPlus and Croesus Finansoft Announce Integrated Solution (PDF)

2005

UK, December - The Institute of Financial Planning and PlanPlus Inc. Sign Agreement for use of PlanPlus for Students in the United Kingdom (PDF)
Canada, December - Equinox Launches Web-Based Financial Needs Analysis Powered by PlanPlus Web Advisor™ (PDF)
Canada, December - Coast Capital Savings Releases PlanPlus Web Advisor™ (PDF)
Canada, November - PlanPlus Initiatives are Runners Up at the "Canadian Annual Investment Awards 2005" (PDF)
Worldwide, October - PlanPlus Releases Web-based Financial Planning Software for Students and Educators (PDF)
Malaysia, March - SBB Mutual In Malaysia Selects PlanPlus Inc. Financial Planning Software (PDF)
Canada, March - PlanPlus DIME GIC Software On The Market (PDF)
Hong Kong, February - PlanPlus Inc. & Velocity Solutions Ltd. Form New Partnership (PDF)
Canada, January - PlanPlus Web Advisor Online launches Gold Level (PDF)

2004

Canada, December - PlanPlus Inc. and Tech Platforms Integrate Solutions (PDF)
Canada, May - PlanPlus Web Advisor Integration to Novinsoft Insurance Portal (PDF)
Canada, March - Advocis&trade Releases Best Practices Manual For Industry Comment (PDF)
"The Canadian Retirement Guide, A Comprehensive Handbook on Aging, Retirement, Caregiving & Health" (PDF)
Canada, January - National Bank Financial Launches PlanPlus Wealth Enhancement Solution (PDF)

2003

Canada, October - Press release in Wall Street Journal (PDF)

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