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Come to our Roadshow Presentation!
PlanPlus is holding a Roadshow Presentation on May 30th at 12:15 pm in the Pavillion D Room of the Sheraton Vancouver Wall Centre Hotel (immediately following the CIFPs Conference).
Find out why advisors in more than 30 countries are now using our software. Learn how easily PlanPlus Planit integrates into your daily processes and why it is such an important tool in providing clients with the highest standard of advice. Come and see why advisors and their clients are raving about our new Progress and Accountability Review Process.
Don't miss this opportunity to find out more about us and to speak with our representatives in person. Registration is free and a light lunch will be served to all attendees.
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Country:
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Edition |
Professional
Level 1 Modular Planning |
Professional
Level 2 Life Planning |
Professional
Level 3 Integrated Planning |
Our Most Popular Bundle
Professional Level 2 with Advanced Investment Planning & Morningstar |
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| Investment Planning | Yes / PDF | Yes / Word | Yes / Word | Yes / Word | Yes / Word |
| Modular Planning | Yes | Yes | Yes | Yes | Yes |
| Cash Flow Based Planning | No | No | Yes | Yes | Yes |
| Retirement Planning | Average Tax Rate | Graduated Tax Rates |
Multi Life Goals &
Graduated Tax Rates |
Multi Life Goals &
Graduated Tax Rates |
Multi Life Goals &
Graduated Tax Rates |
| Business Features | No | No | No | Yes | No |
| Free Help Desk Support & Learning Circle Webcasts | No | Yes | Yes | Yes | Yes |
| Monthly Subscription (Cdn $) | Free | $30 | $50 | $70 | $90 |
| Monthly Subscription (CNY) | Free | 135 | 225 | 315 | 400 |
| Monthly Subscription (USD $) | Free | $30 | $50 | $70 | N/A |
| Monthly Subscription (USD $) | Free | $22.50 | $37.50 | $52.50 | N/A |
| Monthly Subscription (EUR €) | Free | 19.50 € | 32.50 € | 45.50 € | N/A |
| Monthly Subscription (GBP £) | Free | 18£ | 30£ | 42£ | 54£ |
| Monthly Subscription (HKD) | Free | 150 | 250 | 350 | 450 |
| Monthly Subscription (MYR) | Free | 70 | 115 | 160 | 205 |
| Monthly Subscription (SGD) | Free | 30 | 50 | 70 | 90 |
| Monthly Subscription (USA $) | Free | $30 | $50 | $70 | $90 |
| Optional Morningstar Data * | No | $20 | $20 | $20 | Included |
| Optional Morningstar Data * | No | 90 | 90 | 90 | Included |
| Optional Morningstar Data * | No | 12£ | 12£ | 12£ | Included |
| Optional Morningstar Data * | No | 100 | 100 | 100 | Included |
| Optional Morningstar Data * | No | 45 | 45 | 45 | Included |
| Optional Morningstar Data * | No | 20 | 20 | 20 | Included |
| Optional Morningstar Data * | No | $20 | $20 | $20 | Included |
| Optional Advanced Investment Planning ** | No | $20 | $20 | $20 | Included |
| Optional Advanced Investment Planning ** | No | 90 | 90 | 90 | Included |
| Optional Advanced Investment Planning ** | No | 12£ | 12£ | 12£ | Included |
| Optional Advanced Investment Planning ** | No | 100 | 100 | 100 | Included |
| Optional Advanced Investment Planning ** | No | 45 | 45 | 45 | Included |
| Optional Advanced Investment Planning ** | No | 20 | 20 | 20 | Included |
| Optional Advanced Investment Planning ** | No | $20 | $20 | $20 | Included |
| Optional Finametrica Psychometric Risk Profile | No | $50 | $50 | $50 | No |
| Optional Finametrica Psychometric Risk Profile | No | 225 | 225 | 225 | No |
| Optional Finametrica Psychometric Risk Profile | No | $50 | $50 | $50 | N/A |
| Optional Finametrica Psychometric Risk Profile | No | $37.50 | $37.50 | $37.50 | N/A |
| Optional Finametrica Psychometric Risk Profile | No | 32.50 € | 32.50 € | 32.50 € | N/A |
| Optional Finametrica Psychometric Risk Profile | No | 30£ | 30£ | 30£ | No |
| Optional Finametrica Psychometric Risk Profile | No | 250 | 250 | 250 | No |
| Optional Finametrica Psychometric Risk Profile | No | 115 | 115 | 115 | No |
| Optional Finametrica Psychometric Risk Profile | No | 50 | 50 | 50 | No |
| Optional Finametrica Psychometric Risk Profile | No | $50 | $50 | $50 | No |
| Total Monthly Subscription (Cdn $) | Free | $120 | $140 | $160 | $90 |
| Total Monthly Subscription (CNY) | Free | 540 | 630 | 720 | 400 |
| Total Monthly Subscription (USD $) | Free | $80 | $100 | $120 | N/A |
| Total Monthly Subscription (USD $) | Free | $60 | $75 | $90 | N/A |
| Total Monthly Subscription (EUR €) | Free | 52€ | 65€ | 78€ | N/A |
| Total Monthly Subscription (GBP £) | Free | 72£ | 84£ | 96£ | 54£ |
| Total Monthly Subscription (HKD) | Free | 600 | 700 | 800 | 450 |
| Total Monthly Subscription (HUF) | Free | 4500 | 7500 | 10500 | N/A |
| Total Monthly Subscription (MYR) | Free | 275 | 320 | 365 | 205 |
| Total Monthly Subscription (SGD) | Free | 120 | 140 | 160 | 90 |
| Total Monthly Subscription (USA $) | Free | $120 | $140 | $160 | $90 |
| Buy Now! | |||||
| Buy Now! | |||||
| Buy Now! | |||||
| Buy Now! | |||||
| Buy Now! | |||||
| Buy Now! | |||||
| Buy Now! | |||||
| Buy Now! | |||||
| * Not available in some countries | |||||
| ** Requires Morningstar data | |||||
| Pricing includes 25% Emerging Market discount. | |||||
| Corporate discounts exist based on the number of users in a firm. Click Here to find out more. | |||||
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