World Class
Financial Planning
Software & Training

PlanPlus Planit Pricing

PlanPlus Planit is a very flexible software tool designed to meet the planning needs of both our free community users and professional subscribers. Through sophisticated access rights, various functions and features can be turned on and off, based on the individual needs of the user. We can even accommodate multiple regions where functions and features can be unique to different sales channels. While this is a powerful feature to help companies and individuals subscribe for just the functions and features that they really need, this flexibility also can make the pricing structure somewhat complicated.

To make it easier to understand, below we have illustrated the pricing for the most common configurations used by companies and individual advisors. We also have a detailed pricing matrix that shows all of the functions and features with full disclosure of pricing for all options. This detailed document is available upon request.

For a detailed breakdown of available features, please click here.


PlanPlus Planit Subscription Options

Below are the retail prices in Canadian dollars for our most popular feature sets selected by individual advisors. Note that volume discounts start for groups as small as 2 users and escalate for larger groups.

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.

Subscription Options Price Key Features
Community Edition Free
  • Investment Policy Statement (PDF)
  • A series of Modular Financial Planning Calculators with individual PDF reports
Professional
Edition Level 1
Modular Planning* 		$20/Month
  • Investment Policy Statements (Editable Word documents)
  • Upgrade to the Modular Retirement Planning Calculator to use Graduated Tax Rates as opposed to Average Tax Rates.
  • Help Desk support
  • Detailed asset entry using custom products (when Morningstar data not included)
  • Single signon and client data integration (Enterprise deployments)
  • Lunch & Learn training in available jurisdictions
  • CE Credits on eLearning where available
  • Custom branded region in Planit including document and report branding****
Professional
Edition Level 2
Life Planning** 		$40/Month
  • Life Goals Planning (cash flow based) using graduated tax rates.
  • Access to our unique Auto Model™ process and the Personal Financial Strategy document along with dozens of other documents (varies by jurisdiction).
Professional
Edition Level 3
Integrated Planning** 		$60/Month
  • Enhance your Life Goals Planning by incorporating estate planning, Long Term Care and Critical Illness planning into your client reports.
  • This level is appropriate for advisors holding forth as a financial planner or performing more advanced estate and business planning functions.
Advanced Investment
Planning Option 		Add $20/Month
for this Option
  • Investment Policy Statements with the ability to enter detailed holdings into multiple accounts.
  • Security Selection features let you create detailed implementation plans with specific product recommendations based on proprietary investment products (Separately Managed Accounts) or using the optional Morningstar data.
Morningstar Data
Integration Option*** 		Add $20/Month
for this Option
  • Integration of Morningstar Data for daily pricing and asset allocation information
  • Also the ability to generate fund fact sheets for the universe of products for the jurisdiction of your subscription.
  • Note that you can also subscribe for multiple jurisdictions.
Finametrica Risk Profile
Questionnaire Option 		Add $25/Month
for this Option
  • Psychometric Risk Profile using award winning best of breed risk tolerance questionnaire from FinaMetrica.
Total For Options $125/Month  

* The Professional Level 1 is mandatory as the foundation for additional upgrades.
** Life Planning and Integrated Planning features may not yet be available in the all jurisdictions.
      Check with PlanPlus for details.
*** Morningstar data not available in all countries.
**** Custom branding is available for a minimum of 5 users


Popular Upgrade Paths

Additional modules are available as upgrades to your PlanPlus Planit subscription.

As an example, a Professional user who was focused on Investment Planning only, living in a country with Morningstar data, would pay a total of $60/month. If they also wanted FinaMetrica risk profiling it would be $85 per month.

If a financial planner did not do detailed investment planning they could do cash flow based planning with an Integrated Planning document for $60.


PlanPlus Planit – Global Pricing Policy

PlanPlus attempts to respect the challenges in emerging markets for both firms and advisors. As such it is our policy to provide a 25% emerging market discount, understanding that in many cases the costs will be passed onto individual advisors. PlanPlus also attempts to minimize any "currency risk" by annually setting a local currency price for many jurisdictions. Clients on periodic payments can then be confident they will not be subject to ongoing price changes as a result of currency fluctuations.

Our current conversion factors by country are:

United States of America $1 = $1 USD Malaysia $1 = 2.25 MYR
United Kingdom $1 = 0.60 GBP Singapore $1 = 1.00 SGD
European Countries $1 = 0.65 € Hong Kong $1 = 5.00 HKD
Argentina $1 = 2.50 ARS China $1 = 4.50 CNY
Brazil $1 = 1.25 BRL India $1 = 30 INR
Carribean Region $1 = $1 USD Hungary $1 = 200 HUF


Copyright 2010. PlanPlus Incorporated. All rights reserved.