PlanPlus

PlanPlus software is used by financial planning professionals and investment firms in over a dozen countries. PlanPlus Planit is the only multi-jurisdictional, multi-lingual, and multi-currency platform available. It has been localized in over 50 countries and is available in several languages including English, French, Spanish, Chinese, Hungarian, Russian, Dutch, Portuguese, and Bulgarian. 

PlanPlus' web-based software is available in three subscription levels, which can be upgraded at any given time:

 

Professional Level 1 ($30/month)
This basic Modular Planning level provides advisers with access to investment and goal-based planning.

Professional Level 2 ($50/month)
This most popular subscription level provides the features of Level 1 PLUS Cash Flow Based Life Goals Planning. The Personal Financial Strategy document will help identify where a client is headed give his/her current behavior, and the unique Auto Model process will help identify what behavior changes the client needs to make in order to achieve his/her goals.

Professional Level 3 ($70/month)
This software level provides clients with the Ultimate Planning Service! Included in the level are all the features of Level 1 and 2 PLUS enhanced life goals planning features that provide fully integrated CFP® compliant planning with business features.

Additional Options
These items may supplement your Professional subscription for an additional monthly fee.

Advanced Investment Planning ($20/month)

Morningstar ($20/month)

FinaMetrica's Risk Profiling ($50/month)

FPA members save 20% off PlanPlus professional level products

Contact PlanPlus directly at 800.364.1293, and mention FPA to receive your discount.

 

Login