"Financial Planning is still a new profession in Argentina, and we are very excited that financial and estate planning advisors who wish to adopt a financial planning approach will have a world-class software tool that is localized for Argentina. Our association has been working hard to educate the consumer and advisors on the importance of financial planning and we feel that the availability of PlanPlus Web Advisor will be an excellent planning tool for these people."
"CAPS decided to work with PlanPlus because of their unique financial planning tool which was already designed to support different countries and languages. It made it much simpler for us to work with them to provide a tool appropriate for Argentina advisors. Our organization will be able to provide the local education and training that advisors require knowing that they will have a good tool to put what we teach them into practice."
It is always challenging to find flexible software that will meet your company's requirements. And it's twice as challenging when it comes to a financial planning tool that has to deal with clients with various needs.
PlanPlus Planit exceeded our expectations by covering all steps of financial planning from cash and debt management to complex in-depth analysis of financial state of clients. Friendly interface, flexibility, various scenarios calculations, portfolio modeling and detailed report generation make PlanPlus Planit an inalienable part of a professional financial planning process.
"Personal advisor" Ltd.
"CWA Financial Planning Centre has chosen PlanPlus as our business partner to provide us with a platform to construct comprehensive financial plans, and we are very glad with their support, the sharing by their global experts and the continuous upgrades to address changes in the home front environment.
PlanPlus Planit is a very user friendly tool in helping the financial planners to provide valuable insight and analysis of our client’s life goals within a short period of time, giving client the true picture of his / her life finances, taking into consideration the client’s goals and dreams and provide recommendations on how to achieve them."
CWA Financial Planning Centre