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PlanPlus launches Global Financial Planning Awards
PlanPlus is launching the Global Financial Planning Awards beginning July 1st. Prizes will be awarded to one advisor from each of the following regions: Americas, Europe and Asia. The prize for each region will be an all expense paid trip to FPA Experience 2013 in Orlando Florida. Find out more at PlanPlus Global Awards.
PlanPlus Planit Video Demonstations
Not sure if PlanPlus Planit is right for you? Click here to watch a demonstration and find out how this powerful planning tool can fit into your business.
Click here to view a demonstration of some of the more advanced investment planning features of PlanPlus Planit. This video includes an introduction to product selection, setting up favourites lists and creating preferred portfolios: all time saving features when making recommendations to clients on the tactical implementation of their strategic portfolio.
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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 &
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Multi Life Goals &
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Multi Life Goals &
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| 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 (INR) | Free | 1240 | 2060 | 2890 | 3710 |
| 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 | 825 | 825 | 825 | 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 | 825 | 825 | 825 | 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 | 2060 | 2060 | 2060 | 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 (INR) | Free | 4950 | 5770 | 6600 | 3710 |
| 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 |
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| ** Requires Morningstar data | |||||
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