PlanPlus has strategic relationships in business and software that provide customers with enhanced intergation and reduced workload when working with Web Advisor.
Strategic Partners
The CAPS, Argentine Advice of Successory Planning Civil Association is the first organization of Latin America to promote the establishment, the practice and the diffusion of Personal Financial Planning.
Captus Press Inc : Publishers of, among other things, Personal Financial Planning, by Ho & Robinson and integrated with PlanPlus for Students.
VirtGroup provides a cost-effective distribution management called VirtGate via a web service that automates much of the workflow of a wealth management, life insurance or health insurance brokerage enterprise. Our clients are wholesalers representing insurance and investment suppliers and deal with multiple selling brokers. VirtGate is used to track all aspects of a brokerage business and integrated with data feeds to and from a carrier/suppliers and other trading partners eliminating the need for manual entry and reducing the amount of time it takes to work a case.
Founded in 1986, Croesus Finansoft is a worldwide leader in the field of wealth management and Canada's number one CRM and Portfolio Management Software. Our solutions offer tools for investment professionals in the retail brokerage, investment management and private banking sectors. At the leading edge of technology, the company has garnered a reputed clientele and thousands of Croesus users across the world, from North America to Europe and Australia.
FinaMetrica's focus is on the human intangibles relevant to financial decision-making. Our mission is to develop tools that will asses these intangibles in terms that are meaningful to individuals and their advisers.
PlanPlus is an Advanced Business Partner with IBM. This provides us with access to software tools for testing, subsidies on advertising programs and other marketing and technical advantages.
NBCN is the leading supplier of correspondent brokerage services to the Canadian financial community. We provide trading, operations, administrative and research services to independently owned and managed financial services firms. NBCN represents 70 IDA registered firms and about 3000 advisors in Canada.
Velocity Solutions is an information technology services firm providing services that help clients focus on their core business, increase their effectiveness and lower their operating costs.
Velocity has been helping clients in Greater China, South East Asia and Australia since 1998 by providing industry expertise in Finance, Telecommunications, Regional Operations for MNCs and have delivered world-class skills and experience from around the globe.
Provides technical solutions to help companies increase revenue and reduce expenses using advanced Internet technologies from IBM Corporation. Solutions include extending current business systems, rewriting older business systems, creating new systems and skills training.
Wealth Enhancement Academy™: has the strategic wealth management process to help financial advisors and their firms overcome current industry challenges. WEA's core management team has years of experience enhancing the financial well being of their financial planning clients. This client focus results in industry-leading revenue per client performance.
Xeye is a global provider of wealth management technology solutions to the financial services industry. Some of the world’s leading financial institutions have chosen Xeye for their wealth management needs.
Integration Partners
ADP Dataphile, an ADP company, delivers innovative real-time solutions and services for independent securities and mutual fund dealers. ADP is the world's largest brokerage processing service provider. With offices in Vancouver and Toronto, ADP Dataphile has over 40 clients across Canada.
Cogicom is a supplier of software solutions and services designed for the financial services industry. Cogicom implements advanced, fully customized and integrated software solutions. Cogicom products are fully integrated, Web-enabled, straight through processing wealth management systems that handle all types of financial instruments and transactions in multiple currencies and are designed to function in a real-time environment.
As Canada's leading source for Investment Fund data and analysis since 1987, we offer our clients the most accurate and comprehensive information on Canadian Investment Funds available in the market.
At the core of our services is a comprehensive database containing over 800 data points on more than 4500 funds. As a result, we can literally put over 95% of the Industry at your fingertips.
Lipper is an international company with a staff of more than 350 in China, France, Germany, Hong Kong, India, Italy, Japan, Malaysia, Singapore, Spain, Switzerland, Thailand, UK, and United States.
Morningstar, Inc. provides information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds, etc. With operations in 18 countries, Morningstar provides data on more than 280,000 investment offerings worldwide.
Novinsoft is a leading developer of Insurance Illustration Systems, Needs Analysis, Sales Concepts, and Wealth Management sales modules for the Financial Services industry. Key customers include Manulife, Sun Life, Standard Life, Axa, Transamerica.
Stock price feeds are available from a number of popular data providers including Reuters, Bloomberg and Bridge. Price feeds from these companies can be imported into PlanPlus and used to update product master and customer portfolios.
Technology Platforms specializes in CRM implementation using GoldMine, ACT!, Maximizer and Microsoft CRM. TPI has over 8 years experience with Financial Systems Client Data, Citrix Presentation Server, BlackBerry Enterprise Server, Microsoft Server and Desktop products. Technology Platforms provides Remote Support and Training for their clients across Canada using current state-of-the-art technology. This combination of products and services meets the critical needs of our client base at an affordable price.
Ticoon is focused exclusively on web-based front office solutions for the global financial services marketplace. Ticoon’s solutions enable financial services firms to integrate multiple business and product lines to create a single investor experience, a single platform for advisors & agents and one enterprise product and services marketplace for dealers and manufacturers.
The Univeris wealth platform is the most comprehensive wealth management platform for Canada’s financial services industry. Designed and developed using industry best practices, the Univeris wealth platform has a flexible and modular architecture that fits seamlessly into existing technology environments.
Winfund®, a wholly owned subsidiary of Mackenzie Financial Corporation, is the Canadian leader in financial software for mutual fund and insurance distributors in Canada.
Founded in 1997, Winfund serves more than 100 mutual fund dealers and MGAs in Canada. Whether they choose to apply Winfund software strategically on an enterprise scale, or leverage it as a single point solution to address key operational requirements such as the compliance module, our customers use Winfund to better manage, monitor, and drive the successful performance of their business.
