PlanPlus Web Advisor

The PlanPlus Web Advisor is your first step to integrate investment and financial planning advice in a simple, easy to use manner into your practice.

The Investment Policy Statement, Initial Assessment and the Personal Financial Strategy are powerful tools to position you as the primary problem solver for your clients. They allow you to quickly identify your client's current problems and opportunities allowing you to direct them into an appropriate level of service.

Other features of the PlanPlus Web Advisor include:

• Security Selection - Create your own individualized pick-lists of recommended investments from a product master.
• Life Goals Documents - Show the client the impact of portfolio decisions on retirement and "Life Goals". The analysis integrates target asset allocation, year-by-year tax calculations, insurance proceeds, estate considerations and more.
• Detailed Holdings - Track the individual accounts and holdings for each client. The product master contains stocks, bonds, mutual funds, term deposits or other investments updated daily from Cannex.
• Strategic Asset Allocation - Current and target portfolio analysis using historical indices and Modern Portfolio Theory.
• Robust Financial Calculators for simple illustrations.
• Online Safety Deposit Box - Save generated reports to a Web Advisor account and archive plans for reference later.
• Browser Based - No more conflicts with Microsoft Windows and other applications. Access your account from anywhere that has the Internet and a browser!
• E-learning Modules - Seventeen training sessions, with over ten hours of content, directed by a PlanPlus CFP® on how to navigate the Web Advisor, use the tools properly and efficiently, and discover advanced planning tips.
• More Resources including a User's Guide, Frequently Asked Questions section and a live Support Desk staffed by PlanPlus professionals available through a toll-free number to address your questions or problems.

Copyright 2009. PlanPlus Incorporated. All rights reserved.