- PlanPlus Moves to Croesus/IBM Hosting Solution
- PlanPlus Webcast Presentation Series
- Recent and Upcoming Events
- Web Advisor Demo Available on Website
The PlanPlus Webcast Presentation Series has been very successful and we are planning to host several future sessions which will include guest speakers from our various strategic partners who will describe their solution and how it compliments PlanPlus Web Advisor. One webcast presentation was held in March and our most recent Web Advisor 4.8 upgrade session was held in April.
CANNEX's Alex Melvin described The Use of Annuities in Portfolio Design. The session looked 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. A recording of this webcast can be viewed from our website.
A Web Advisor version 4.8 upgrade information session was held on April 20th. This session provided users with valuable information on new and upgraded features as shown in our 4.8 Feature Sheet. Detailed cash flow is available in version 4.8 but may not be active pending final testing of the tax aspects.
One of the most exciting new features in this version is the improved capability to integrate to other CRM and portfolio applications as follows:
- Croesus Finansoft Version 6.6
- Ticoon integration Version 3.7
- Custom back-office integration
- FinaMetrica integration
After extensive work with these strategic partners, we have now integrated Web Advisor with these applications at much greater levels of detail and sophistication than ever before.
Geoff Davey, Managing Director and Co-Founder of FinaMetrica arrived in Canada for the official launch of the FinaMetrica Risk Profiling System. The launch was held via webcast on Friday, June 9th. A recording of this webcast has been posted on our website.
All future webcast sessions will be recorded and posted on our website in order to provide you with easy viewing access.
PlanPlus attended the 2006 Investment Executive Office of Tomorrow Expo as a Product Partner. The Office of Tomorrow Expo was held on Monday May 15th at the Toronto Congress Centre. Shawn Brayman spoke on how a business process for advisors can incorporate the six-step financial planning process including business and marketing extensions. Shawn also showed how a financial planning process would aid you in managing and monitoring the consistent delivery of objective advice as a result of recent compliance regulations. PlanPlus would like to thank everyone who dropped in to visit with us. It was an enjoyable and informative day.
The Canadian Institute of Financial Planners 2006 Conference was held in Vancouver, B.C. from May 28th - 31st. PlanPlus participated as an exhibitor and we would like to thank those who stopped by our booth. As well, Geoff Davey from FinaMetrica spoke on psychometric risk profiling. Marvin L. Schroeder of Investors Group was the winner of our draw to receive a free one year subscription to Web Advisor. Congratulations Marvin!
We will be in Victoria, B.C. from June 14 to 17th as an exhibitor at the 2006 Advocis Conference. This year's theme is Celebrating a Century of Helping Canadians. If you are in the area, drop in and speak with Shawn
PlanPlus is offering a FREE Web Advisor 7 day demo which can be accessed from our website. The demo enables you to enter client information and process planning documents.
If you live outside of Canada and would like to try our 7 day demo please contact our office at 1-800-364-1293 so that we can configure the demo to your country of residence.
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