PlanPlus Launches the Second Annual Canada National Financial Planning Awards Competition
PlanPlus announced the launch of the second annual PlanPlus Canada National Financial Planning Awards competition honouring top financial planners throughout Canada. - February 18, 2017
PlanPlus Canada National Financial Planning Awards Winners Announced
The winners of the first annual PlanPlus Canada National Financial Planning Awards competition were announced at the Canadian Institute of Financial Planners' annual congress in Orlando, Florida. - May 28, 2016
PlanPlus Selected as Tool of Choice by ATB Investor Services and Alberta Private Client
ATB Investor Services (“ATBIS”) and Alberta Private Client (“APC”), subsidiaries of ATB Financial, have selected PlanPlus Planit as the tool its advisors will use to produce financial plans for their clients. Under the agreement, PlanPlus Inc. provides ATBIS and APC with a complete turnkey financial and investment planning solution, including hosting the hardware and maintaining the application. - May 02, 2016
The PlanPlus 4th Annual Global Financial Planning Awards Opened April 1
PlanPlus is pleased to announce the opening of the 4th annual PlanPlus Global Financial Planning Awards competition. This competition rewards excellence in financial planning and brings global recognition to three financial planners from three different regions of the world, to acknowledge their outstanding contributions to the industry. - April 14, 2016
PlanPlus Launches a Canada Wide Financial Planning Awards Competition
PlanPlus is pleased to announce the first annual PlanPlus Canada Financial Planning Awards competition to recognize top financial planners. Winners of the competition will be recognized at the annual CIFPs conference and can proceed on to the PlanPlus Global Financial Planning Awards and compete against planners from North and South America. - February 26, 2016
Planners from Russia and Australia Win Distinguished Global Financial Planning Awards
Natalia Smirnova, MS Finance, Owner and CEO at Personal Advisor ltd. was recently announced as the first place winner of the 2015 Global Financial Planning Awards for the Europe region. Natalia will receive an all-expense paid trip to the Financial Planning Association’s (FPA) annual conference to be held in Boston, Massachusetts, USA. - August 13, 2015
Planners from Singapore and India Win Distinguished Global Financial Planning Awards
Ann Marie Regal, CFP®, Globaleye International Wealth Solutions was recently announced as the first place winner of the 2015 Global Financial Planning Awards for the Asia region. Ann Marie will receive an all-expense paid trip to the Financial Planning Association’s (FPA) annual conference to be held in Boston, Massachusetts, USA. - August 12, 2015
Planners from Toronto and Vancouver Win Distinguished Global Financial Planning Awards
Jason Pereira, MBA, CFA, CFP®, FCSI, CIWM, PFP, FMA, a senior financial consultant for Woodgate Financial, IPC Investment Corporation in Toronto was recently selected as the first place winner of the 2015 Global Financial Planning Awards for the Americas region. Jason will receive an all-expenses paid trip to the Financial Planning Association’s (FPA) annual conference to be held in Boston, Massachusetts, USA. - August 12, 2015
Risk Profiling Research Project
The Investor Advisory Panel, the independent committee established by the Ontario Securities Commission, selected PlanPlus Inc. to carry out independent and objective research regarding investor risk tolerance assessment practices that identifies current approaches in Canada and compares them with international best practices and approaches. - July 02, 2015
PlanPlus Launches German Version of Software at Berlin Financial Planner Forum
PlanPlus announced today the release of its PlanPlus Planit financial planning software for Germany. - November 24, 2012
PlanPlus Announces Major Rollouts and Releases
PlanPlus announced today that it had rolled out the PlanPlus Planit financial planning software for users in an additional 10 countries for two major banks. - November 15, 2012
PlanPlus Releases New Review Process to Advisors
PlanPlus Inc. is pleased to announce the release of a new review process module within their financial planning program. - March 08, 2012
PlanPlus Names Maria Luise Neuper as Vice-President Product Usability and Training
PlanPlus announced today that Maria Luise Neuper has been named Vice-President, Product Usability and Training. - December 15, 2011
PlanPlus President Wins Prestigious Award
Shawn Brayman, President of PlanPlus Inc. was presented the "Best Paper Award" at the 25th Annual Meeting of the Academy of Financial Services for his submission on Defining and Measuring Risk Capacity. - October 28, 2011
PlanPlus Introducing 24x7 Help Desk for Users Globally
PlanPlus Inc, a Canadian firm and global leader in financial planning software, will be introducing 24x7 English language help desk support for customers commencing in October. Support in French, Chinese and some additional European languages will remain linked to specific time zones. - September 19, 2011
Global Maxfin Investments Selects PlanPlus Planit for Their Advisors
Global Maxfin has selected PlanPlus Planit as an alternative financial planning tool of choice for their over 250 advisors. - August 22, 2011
PlanPlus Integrates with Arius Account Opening Software
PlanPlus and Arius Software have completed initial integration between the investment and financial planning software from PlanPlus and the account opening software from Arius. - February 25, 2011
Investment Planning Counsel Deploys PlanPlus Planit
Investment Planning Counsel announced the deployment of Version 5.2 of PlanPlus Planit (branded Dream Planner by IPC) as the financial and investment planning tool for over 600 advisors in the firm. - October 17, 2010
CIFPs Signs Agreement with PlanPlus
Keith Costello, President and CEO of CIFPs announced today that they have signed a Memorandum of Understanding with PlanPlus Inc. to provide professional financial planning tools for CFP candidates in Canada. - May 17, 2010
PlanPlus Opens Office in China
PlanPlus Inc. announced today that they have opened a permanent office in Shenzhen, China. - April 18, 2010
PlanPlus and Winfund Announce Integrated Solution
Winfund Software Corp, a Canadian leader in financial software for mutual fund and insurance distributors in Canada, announced that PlanPlus Web Advisor is now fully integrated to their newly released version of W.Connect, a state-of-the-art browser-based mutual fund dealer back office administration, reporting and portfolio management system used by dealers and their advisors. - October 05, 2007
PlanPlus Releases Web-based Financial Planning Software for Students and Educators
PlanPlus Inc. has just released a Web-based financial planning software for use by students and educators. The software provides students with a variety of planning analyses including net worth, asset allocation, cash and tax management, insurance needs, goal planning, and more. A simple password... - October 13, 2005