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.
Lindsay, Canada, February 25, 2011 --(PR.com)-- This integration will allow advisors to generate investment proposals in PlanPlus then, once the client has approved, move directly into execution through automated account opening in Arius OpenAdvantage. This increases the user’s operational efficiency by passing in the required account and KYC information to Arius thereby reducing time and costs.
“PlanPlus and Arius have a number of common customers as well as a number of prospective firms that are looking for an innovative way to increase the value their advisors bring to the client and at the same time improve their compliance”, said Adam Zimmer, President, Arius Software. “PlanPlus has been a leader in Canada and around the world in Investment Policy Statement generation and bringing best practices to areas like client risk profiling so they were an ideal partner for us to work with”, said Zimmer.
“This is an exciting advance and moves advisors one step closer to the Holy Grail of end-to-end processing”, said Shawn Brayman, PlanPlus President. “Arius is a leader in account opening solutions and integrates to several of the common MFDA and IIROC back offices. Account information can flow into PlanPlus for onbook positions and a new proposal generated that supports best practices for risk tolerance assessment and proper portfolio construction, then flow back to Arius for the account opening without unnecessary rekeying.”
National Bank Correspondent Network, a division of NBCN Inc., is sponsoring a free half-day seminar in Toronto on March 10th with speakers Brayman and Zimmer as well as special guest Geoff Davey, Co-Founder of FinaMetrica from Australia who will be speaking on psychometric risk profiling and recent best practice directives from the FSA in the United Kingdom and elsewhere.
“NBCN has recognized both PlanPlus and Arius as best in class solutions in their respective areas which is why we make PlanPlus Planit and Arius Open Advantage available to the IIROC and ICPM firms we work with”, said Michael Gervais, Vice President Managed Account Solutions at National Bank Correspondent Network. “We are very excited by their initiatives to integrate which will allow our customers to leverage the existing IPS and proposals we generate with PlanPlus and feed the required accounts into Arius which is now used by a number of our clients.”
About Arius Software Corporation
Knowledge, technical innovation and teamwork are at the center of who we are. For more than 10 years, we have focused on leveraging these assets to deliver solutions that improve correspondent performance for several of North America's leading financial services institutions. Today, our leading-edge solutions enable customers to increase operational efficiency, improve client services and reduce costs by providing a superior, personalized account opening experience. Arius clients range from financial services, to security and education, spanning both Canada and United States. Arius' primary focus is the creation of superior account opening experiences within wealth management firms. Website: www.ariussoftware.com
About PlanPlus Inc.
PlanPlus Inc. is a privately owned corporation with its Head Office located northeast of Toronto, Canada. For the past 20 years, PlanPlus Inc. has developed software tools and training for use by financial institutions, professional advisors and the consuming public to perform "personal financial and investment planning". PlanPlus has become a world-recognized firm with its groundbreaking software PlanPlus Planit and industry-leading training and service offerings. PlanPlus currently has users in over a dozen countries and several languages including English, French, Spanish, Chinese, Hungarian, Russian, Dutch, Portuguese and more. Website: www.planplus.com.
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“PlanPlus and Arius have a number of common customers as well as a number of prospective firms that are looking for an innovative way to increase the value their advisors bring to the client and at the same time improve their compliance”, said Adam Zimmer, President, Arius Software. “PlanPlus has been a leader in Canada and around the world in Investment Policy Statement generation and bringing best practices to areas like client risk profiling so they were an ideal partner for us to work with”, said Zimmer.
“This is an exciting advance and moves advisors one step closer to the Holy Grail of end-to-end processing”, said Shawn Brayman, PlanPlus President. “Arius is a leader in account opening solutions and integrates to several of the common MFDA and IIROC back offices. Account information can flow into PlanPlus for onbook positions and a new proposal generated that supports best practices for risk tolerance assessment and proper portfolio construction, then flow back to Arius for the account opening without unnecessary rekeying.”
National Bank Correspondent Network, a division of NBCN Inc., is sponsoring a free half-day seminar in Toronto on March 10th with speakers Brayman and Zimmer as well as special guest Geoff Davey, Co-Founder of FinaMetrica from Australia who will be speaking on psychometric risk profiling and recent best practice directives from the FSA in the United Kingdom and elsewhere.
“NBCN has recognized both PlanPlus and Arius as best in class solutions in their respective areas which is why we make PlanPlus Planit and Arius Open Advantage available to the IIROC and ICPM firms we work with”, said Michael Gervais, Vice President Managed Account Solutions at National Bank Correspondent Network. “We are very excited by their initiatives to integrate which will allow our customers to leverage the existing IPS and proposals we generate with PlanPlus and feed the required accounts into Arius which is now used by a number of our clients.”
About Arius Software Corporation
Knowledge, technical innovation and teamwork are at the center of who we are. For more than 10 years, we have focused on leveraging these assets to deliver solutions that improve correspondent performance for several of North America's leading financial services institutions. Today, our leading-edge solutions enable customers to increase operational efficiency, improve client services and reduce costs by providing a superior, personalized account opening experience. Arius clients range from financial services, to security and education, spanning both Canada and United States. Arius' primary focus is the creation of superior account opening experiences within wealth management firms. Website: www.ariussoftware.com
About PlanPlus Inc.
PlanPlus Inc. is a privately owned corporation with its Head Office located northeast of Toronto, Canada. For the past 20 years, PlanPlus Inc. has developed software tools and training for use by financial institutions, professional advisors and the consuming public to perform "personal financial and investment planning". PlanPlus has become a world-recognized firm with its groundbreaking software PlanPlus Planit and industry-leading training and service offerings. PlanPlus currently has users in over a dozen countries and several languages including English, French, Spanish, Chinese, Hungarian, Russian, Dutch, Portuguese and more. Website: www.planplus.com.
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Contact
PlanPlus Inc. - Canada
Elaine Hartjes
705 324 8001
www.planplus.com
Elaine Hartjes
705 324 8001
www.planplus.com
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