Knowledge is a critical component to the proper delivery of financial advice, but equally advisors need proper processes as outlined in the practice standards of many organizations, and tools to help them do their job. Again we are all familiar with the many great tools and gadgets we can find on the internet for free – many of which have some "pay for it upgrade".

Along this line, PlanPlus will be offering a free community level version of our software which will provide a variety of capabilities.

• Retirement Goal Planning
• Education Planning
• Other Capital Needs
• Life, Disability, Critical Illness or Long Term Care Needs Analysis
• Loan Calculations
• Efficient Frontier for Investing
• Basic Risk Profiling
• Asset Allocation
• Investment Policy Statements
• And much more

PlanPlus Planit is available in English, Français, Español and 中文 with some additional languages in initial exploration. It is an open system so new languages can be added at any time.

PlanPlus Planit supports over 50 countries at launch with the basic currency, graduated taxation calculations, asset classes and more. The country of residence of the client drives the rules that are applied. More advanced localization is available in many countries like Canada, US, UK, China, Malaysia and so on.

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