- PlanPlus User Satisfaction Survey
- The PlanPlus Lunchtime Learning Series
- PlanPlus Web Advisor
- Inside PlanPlus
- Upcoming Events
The PlanPlus Lunchtime Learning Series is a new webcast series designed specifically for our Web Advisor users. The Lunchtime Learning Series began on Wednesday, February 14th. It consists of bi-weekly webcast presentations running approximately 15 minutes in length from 12:00-12:15 p.m. EST, wrapping up with a question and answer period.
Upon completion of the webcast, a short questionnaire will be sent to all participants who will then return the questionnaire for a chance to win a $10 Subway sandwich gift certificate. A winner will be drawn on the Friday following the Webcast.
Our winners to date have been:
- Feb. 14th - Francois Lalonde of Planificateur Financier
- Feb. 28th - Louvie Ronse of Canaccord Capital
- March 14th - Cameron Hutt of Canaccord Capital
- March 28th - Todd Munroe of FOCUSfirst Financial
Each webcast will focus on one specific aspect of PlanPlus Web Advisor. If there is a topic which you would like us to review, please contact us at info@planplus.com. To review a list of scheduled topics and dates, please click on the following link.
Topics, Dates & RegistrationVersion 4.11
Web Advisor v. 4.11 has now been released and is in production with all users. Several new features include:
- Detailed Cash Flow
- New Asset Classes
- Custom Balanced Products
- "Efficient Frontier" calculator
- ADP Dataphile Integration
For more information please click 4.11 Features
Version 4.12
Web Advisor v. 4.12 is scheduled for release later this month. The key feature of this release is a new "Integrated Financial Plan" document that extends the capability of Web Advisor for CFP advisors and others providing integrated planning as defined by the Financial Planning Standards Council. While the Integrated Financial Plan document contains content similar to the Personal Financial Strategy, its key differences are that it incorporates Estate Planning components as well as a Critical Illness and Long Term Care analysis. The plan is also presented from an integrated perspective. Click the link below for a sample of this new Integrated Financial Plan.
View Integrated Financial Plan
PlanPlus is pleased to announce another innovative first in our ongoing commitment to work with our corporate customers to encourage increased adoption and use of PlanPlus Web Advisor. Effective mid-April Bob Littleton, a CFP who has been working on the PlanPlus support and sales desk for several years, will be taking on the role of "Financial Planning Application Specialist".
Bob will be focused on the Ontario Region at this time. He will be scheduling trips to cities and major towns in Ontario where he can arrange branch visits and presentations to groups of advisors (at least 3 or more). Presentations will demonstrate to advisors, in their environment, the ease of use of Web Advisor in generating investment, risk management and financial plans.
Bob will also schedule small group Webex presentations where advisors are not available for actual branch visits.
If you are interested in setting up a group presentation please contact bob@planplus.com.
Investment Executive Office of Tomorrow Expo 2007
Stop by and visit our booth on May 15th when PlanPlus will take part in the Office of Tomorrow Expo held at the Direct Energy Centre, Exhibition Place, Toronto.
We invite you to attend our 1 hour Breakout Session on Streamlining Tools - Planning & Portfolio Construction., as well as our Web Advisor speed demos.
The Canadian Institute of Financial Planners 5th Annual National Conference 2007
PlanPlus will be exhibiting at the CIFPs 2007 Conference in Calgary. If you are in the area, drop in to see us at the Hyatt Regency between June 10th and 13th.
