PlanPlus Planit is the world's most versatile, scalable and powerful software solution for financial planning professionals. It is the only multi-jurisdictional, multi-lingual, and multi-currency platform available. Use PlanPlus Planit to integrate investment and financial planning advice into your practice simply, and easily. As an individual subscriber you can benefit from the same level of sophistication and features as our corporate clients.

Over 70 reports and documents are available in PlanPlus Planit, including the most popular Investment Policy Statement and Personal Financial Strategy documents. Using our tools will help position you as the primary problem solver for your clients. You will be able to quickly identify your client's current financial position, and will be able to provide the advice and recommendations that are tailored to your client's needs and goals.

Your subscription can be upgraded at the flick of a switch. Combine the software with one of our training programs and you'll be able to provide your clients with exceptional services.

Professional Level 1

	Professional Level 1 Modular Planning
Investment Planning	Yes/Word
Modular Planning	Yes
Cash Flow Based Planning	No
Retirement Planning	Graduated Tax Rates
Business Features	No
Free Help Desk Support & Learning Circle Webcasts	Yes

Professional Level 2

This most popular subscription level gives you all the features of Professional Level 1 PLUS Cash Flow Base Life Goals Planning. Become the primary problem solver for your clients!

The ever popular Personal Financial Strategy document will identify where your client's are headed given their current behaviour, and our unique Auto Model process will identify what behaviour changes your client's need to make in order to achieve their goals. Provide advice and recommendations that clients want to implement because your recommendations will resonate with them!

	Professional Level 2 Life Planning
Investment Planning	Yes/Word
Modular Planning	Yes
Cash Flow Based Planning	Yes
Retirement Planning	Multi Life Goals & Graduated Tax Rates
Business Features	No
Free Help Desk Support & Learning Circle Webcasts	Yes

Professional Level 3

Provide the Ultimate Planning Service! Enhanced life goals planning will take your services to the next level. Incorporate estate planning, long term care, and critical illness needs analysis into client reports.

This subscription level gives you all the features of Level 1 and 2 combined, PLUS you get fully integrated CFP compliant planning, and business features.

	Professional Level 3 Integrated Planning
Investment Planning	Yes/Word
Modular Planning	Yes
Cash Flow Based Planning	Yes
Retirement Planning	Multi Life Goals & Graduated Tax Rates
Business Features	Yes
Free Help Desk Support & Learning Circle Webcasts	Yes

Additional Information:

Morningstar Data, Advanced Investment Planning, and FinaMetrica Psychometric Risk Profile are additional options that may be purchased with your subscription. Morningstar Data is not available in some countries. Advanced Investment Planning requires Morningstar data.

To view our Detailed Product Brochure Click Here

For pricing information and to subscribe now Click Here