Add-on products for improved client services

Being able to provide your clients with top of the line products is essential, but, being able to provide them with "those little extras" is what keeps them coming back. Take a look at our add-on products. These products can be added on to your PlanPlus Planit subscription at an added cost.

Morningstar Data provides daily pricing and data for thousands of stocks, mutual funds, ETFs, and seg funds.

Advanced Investment Planning allows for portfolio analytics at the product level. Advisors have access to favorites lists, model portfolios, and automated security selection. Advanced Investment Planning cannot be purchased on its own without Morningstar Data.

The FinaMetrica Risk Profiler assesses your client's financial risk tolerance and then maps the risk tolerance level to your standard portfolios. It is the world's first risk profiling system to meet internationally accepted psychometric standards for risk tolerance testing.

Arius Software is a Canadian leader in bringing internet-based account opening to both MFDA and IIROC dealers with interfaces to a variety of back office systems. Arius Account Opening Software will provide a superior, personalized account opening experience for both you and your clients.

The above features are not available to users in all countries. To find out about availability for your country, check your country’s information on the main page.

Contact Us to find out more about our Extra Options.