Integrate investment and financial planning advice into your company's sales processes!
PlanPlus Planit supports many levels of sophistication to match the requirements of each sales channel. PlanPlus Planit can be customized according to the planning requirements of your firm and your advisors, so no matter what; there is a price and functionality that is suitable for both. PlanPlus Planit is a scalable solution suitable for counter staff to Certified Financial Planners. You can choose which features to turn on or off for each level of user. Implementation is quick and easy!
Document customization of standard documents is a feature our corporate clients love. Custom documents are easy to implement because Word templates are used, which makes the design and implementation very straight forward.
PlanPlus Technology is state-of-the-art. When combined with Web Services integration, this J2EE Web application becomes a seamless part of your traditional order management and account inquiry systems.
PlanPlus Planit Integrates with a variety of systems to best meet your needs. The combination of an outstanding planning tool, data integration, and excellent training makes PlanPlus Planit the best system on the market today! Our integration and strategic partners are listed on our Partners page.
Make your advisors and compliance officers happy with the PlanPlus Planit Account Opening Module! Our Account Opening Module is a combination of interfaces and features that allows the application to feed into your existing account opening processes or programs. PlanPlus Planit will feed your systems with what they need to know to open the accounts quickly and compliantly.
Deployment Options consist of three choices. Our award winning SaaS (Software as a Service) solution in a shared environment, set up as a branded region for your organization; a dedicated SaaS implementation on our infrastructure with a dedicated database and PlanPlus Planit implementation; or an inhouse hosting allowing for deployment on your own platforms.
Corporate Trials are available upon request by contacting us at 705-324-8001 or firstname.lastname@example.org. Test and experience PlanPlus Planit's key features like customized branding options, integrated data feeds from Morningstar (or other alternatives), FinaMetrica Psychometric risk profiling, Life Goals integrated planning, etc.
A Mutual Non-Disclosure Agreement will be executed and PlanPlus will provide additional support for your evaluation of administrative capabilities, integration options, etc. A personalized demo by one of our team will provide you with insights to enterprise functionality.
Corporate Discounts are available and are based on the number of users in a firm. For more information on purchasing or receiving a quote for PlanPlus Planit for your corporation, contact us to have a sales representative call you.
View our Product Brochures to find out more.