PlanPlus Inc ~ E-Newsletters

E-Newsletters

Greetings from PlanPlus Inc.

E-News
February 2006

In This Issue

FinaMetrica Risk Profiling System Integration into PlanPlus Web Advisor
PlanPlus Webcast Presentation Series
Web Advisor Version 4.8
Web Advisor Online - IBM/Croesus Hosting Arrangement
Web Advisor Demo Available on Website

PlanPlus Webcast Presentation Series

PlanPlus is hosting a series of webcast presentations including guest speakers from our various strategic partners who describe their solution and how it compliments PlanPlus Web Advisor.

In December, two webcast presentations were held:

FinaMetrica Risk-Profiling with Geoff Davey, Managing Director of FinaMetrica who described the underpinnings of their psychometric risk profiling solution.
Wealth Enhancement Academy's John Page and Matthew Asser described the Wealth Enhancement Process workshops that help advisors and firms re- engineer their practices for the new advice driven priorities of today.

Future web presentations will highlight:

March 14th @ 8:30 p.m. EST/March 15th 9:30 a.m. (Malaysia, Singapore, Hong Kong) - Integrating Traditional Insurance Illustrations and your Financial Plans with Neil Menear of Novinsoft, Canada's leading developer of insurance illustration software. The session will focus on their Insurance Illustration Toolkit (for Asian customers & prospects).
March 22nd @ 1 p.m. EST - The Use of Annuities in Portfolio Design with Alex Melvin of Cannex, the leading provider of annuity quotations in Canada and the United States. This session will look at how Web Advisor allows you to evaluate the use of a life annuity for the fixed income portion of a portfolio, and how Cannex can move this to the next level with customer specific quotations.

Web Advisor Version 4.8

PlanPlus is pleased to announce Web Advisor version 4.8 upgrades are scheduled for February. Some of the new features users will see in this release include:

Integration to FinaMetrica Risk Profiling solution
Improved and simplified entry of detailed accounts and positions, especially personal use and business interests
Ability for advisors to assume more conservative returns on the asset allocation
Detailed cash flow or budgeting

Web Advisor 4.8

Web Advisor Online - IBM/Croesus Hosting Arrangement

PlanPlus is excited to announce that during February 2006 we will be moving all Web Advisor production services to an IBM co-hosting facility with additional support services provided by Croesus. This new facility will introduce extended levels of service to all our customers with redundant power, internet access and enhanced security - all on powerful new servers. This upgrade in services is available to all existing ASP customers at no additional cost.

More on Hosting

Web Advisor Demo Available on Website

PlanPlus is offering a FREE Web Advisor 7 Day Demo accessible from our website. The demo enables you to enter client information and process planning documents.

Try it for FREE Today!

Demo Registration

FinaMetrica Risk Profiling System Integration into PlanPlus Web Advisor

Having your client complete a risk profile questionnaire is standard fare for almost everyone in the investment business today, but did you know that research has indicated that most corporate risk questionnaires are totally ineffective in gauging your customer's risk? (See Financial Planning, April 2005 "Insights from Psychology and Psychometrics on Measuring Risk Tolerance")

Geoff Davey is Managing Director and Co-Founder of FinaMetrica, an Australian company that provides a scientifically validated technique for assessing financial risk tolerance. Leading advisors in eight countries, including the U.S. from 2002 and the U.K. from 2004, are now using the FinaMetrica System.

FinaMetrica's web-based Risk Profiling system is the world's first generally available system to meet internationally accepted psychometric standards. The FinaMetrica system offers previously unattainable levels of validity, reliability and accuracy in risk tolerance assessment.

PlanPlus is excited to announce that Web Advisor version 4.8 is integrated to FinaMetrica allowing those advisors who subscribe to this solution to move your investment and financial planning solutions to a new level of effectiveness and professionalism.

More about FinaMetrica

PlanPlus Press Releases

PlanPlus and Croesus Finansoft Announce Integrated Solution

The Institute of Financial Planning and PlanPlus Inc. Sign Agreement for use of PlanPlus for Students in the United Kingdom.

Equinox Launches Web-Based Financial Needs Analysis Powered by PlanPlus Web Advisor™

Coast Capital Savings Releases PlanPlus Web Advisor™

Webcast Presentor Links