"With so many advisors offering both investment and insurance products as part of a complete financial plan, integrating our Insurance Portal with the PlanPlus Web Advisor™ made a lot of sense. It's now very easy for an advisor to directly access our Portal from Web Advisor™ with existing client information, quickly go through some insurance needs analysis, run a multi-carrier product illustration report and add this to his client's overall plan."

Neil Menear
President
Novinsoft

"We are delighted to have partnered with PlanPlus. The multi-country, multi-language capability of the PlanPlus Web Advisor makes it a world leader in planning software. The PlanPlus software integration strengthens our offering in our current markets and introduces us to new markets beyond our current scope - most important of which is Canada."

Geoff Davey
Managing Director and Co-Founder
FinaMetrica

"We are very pleased about Odyssey's integration with PlanPlus. This is another example of Odyssey delivering advanced functionality to our user community and further testimony about the easy extensibility of the Odyssey platform. PlanPlus' financial planning solution is an excellent complement to Odyssey's WealthManager, both are powerful, easy to use tools that deliver exceptional value to their users."

John Fennelly
Managing Director
Temenos

"PlanPlus has made enormous inroads in their field not only in the Canadian market, but in the international market. For us at VirtGroup, making this service free to all users of VirtGate is a continuation of the expansion of our broker-to-client relationship features. The bottom line is if tools are provided so that the Broker sells more, then everyone wins. VirtGate MGAs will quickly see this is yet another reason why they win with VirtGate."

Tim Fitzpatrick
President
VirtGroup

"PlanPlus and Croesus Finansoft are both leaders in their respective niches. Providing an integrated platform to our common clients was the next logical step to answer our client needs. We are proud that NBF is the main sponsor and the first client benefiting from this integrated platform."

Rémy Therrien
President
Croesus Finansoft Inc.