"We decided to work with PlanPlus because their Web Advisor solution allows us to support the unique needs of our credit union members. We're able to provide individualized branding for each credit union At the same time the PlanPlus solution provides a common technology platform and integration to both our mutual fund and securities back offices."
Paul Isaacson, CLF, CFP
Senior Vice President, Distribution and Sales
"I've been using financial planning software since 1982. Over the last 18 years there have been lots of changes! We often check out the new stuff, but Page & Associates have been PlanPlus users since 1987. For a number of years our advisors have averaged $8,000 per client per annum in gross revenue generated. This is a direct result of our 'process', which utilizes PlanPlus for plan generation. PlanPlus is the choice of most of the comprehensive financial planners that I know."
Page & Associates
"We are thrilled with both the application and the acceptance it has received from our Investment Advisors. This tool allows us to enhance both our professionalism and productivity. We feel strongly that by doing a Client Financial Assessment at the outset of the relationship and ensuring that Investment Policy Statements are at the heart of the investment process, the financial solutions we propose will be even more closely aligned with our clients' needs."
Senior Vice President and Managing Director
National Bank Financial
"The introduction of PlanPlus Web Advisor is key to providing simple, financial help to our members by engaging them in discussions around their life goals and creating action items that will help achieve their dreams."
Senior Vice President, Investment Services
"PlanPlus impressed me right through the sales process. They took the time to address all of my questions and concerns. The integration of back offices into their software was a big win for us, our advisors can save a great deal of time downloading the account information directly into the software."
South Interlake Credit Union
"Our choosing and implementation of the PlanPlus Web Advisor software has been fairly seamless. PlanPlus took a great deal of time while I researched their offering and answered all of the questions that I had. They were very honest about both benefits and limitations. We worked closely to convert data from the desktop version we had used. The ability to download data directly to the software package has been a huge benefit. I would recommend this solution to other firms."
Manager of Wealth Services
Lloydminster Credit Union
"PlanPlus Web Advisor is a comprehensive financial planning program with impressive professional documents, excellent step by step training modules, and a qualified and responsive support system. Education Credit Union has been using the PlanPlus program for over a decade. We are impressed with the constant upgrades and continued enhancements. We proudly endorse PlanPlus Web Advisor as a comprehensive financial planning tool."
Education Credit Union
"As Common Wealth Credit Union established it's new Wealth Management subsidiary, Common Quest Financial, it was imperative that the clients who were being served received the most effective, comprehensive and simple solutions. PlanPlus software encompasses all of these characteristics and in doing so, allows the Common Quest team to focus on developing trustworthy relationships with our clients."
Common Quest Financial
"Canaccord has been extending our product and service offerings for high net worth individuals, a strategic aspect of which was to implement a corporate standard for high quality Investment Policy Statements. We also wanted the ability to evaluate the impact of our portfolio recommendations in our client?s life plans. PlanPlus Web Advisor provided us with the type of integrated and flexible platform we felt we needed for our advisors"
VP of Product Development
"Rogers Group Financial has provided independent financial advice, and implemented planned solutions with Canadians for over 30 years. We support an independent advice model that recognizes the unique needs of our clients, and the considerable creative talents that our advisors bring to the table. Our review of available financial planning tools identified PlanPlus Web Advisor for its flexibility to provide a powerful combination of standard planning functions over a wide range of potential scenarios, while allowing the knowledge and experience of our advisors to guide customized client solutions."
Financial Advisor and President
Rogers Group Financial
"Westminster Savings has provided a financial planning service to our members for several years using the desktop planning software from PlanPlus. Recent surveys indicate WSCU members who deal with the credit union's Financial Planners are substantially increasing the percentage of investable assets they hold with the credit union. We credit much of our success in this to the planning approach and service we have delivered with PlanPlus over the years. The new Web Advisor version is more streamlined and easier to use which will let us service more members more efficiently."
AVP of Wealth Management
"WFM is excited about integrating PlanPlus' financial planning and investment advisory software into WorldPort. WFM provides industry-leading, web-based suite of tools and services that simplify advisors access to resources and information. We have more than 600 independent advisors that depend on our exceptional back-end system to help them stay on top of their customer information, marketing tools, industry news and more."
President and COO