Investment Planning Counsel Deploys PlanPlus Planit

Oct. 15, 2010 - PRLog -- “PlanPlus has been working closely with IPC and Counsel Portfolio Services in creating a platform that will provide our advisors with unprecedented levels of integration of their financial planning tools to both our IIROC and MFDA back offices as well as the business process to help them provide more consistent, high quality advice to their clients,” said Reggie Alvares, SVP Operations at IPC.

The overall solution integrated PlanPlus Planit to key IPC systems like back-offices from Winfund and Croesus, as well as their proprietary IPC Connect and Maximizer for contact management. PlanPlus Planit was customized to include a variety of pre-populated forms and other productivity features.    

“IPC and Counsel Portfolio Services have always had a strong commitment to financial planning and a supporting process, but they have taken that focus to a whole new level with this launch”, said Shawn Brayman, President of PlanPlus Inc. “The standard process support we have in PlanPlus Planit  was extended with a variety of proprietary documents that further enhance the engagement process, plan preparation, implementation and reviews. This integrated solution puts the planning process front and centre with their advisors.”    

“IPC is committed to ensuring that the total client experience addresses the client’s specific goals while making the task of the advisor as simple as possible to generate quality advice,” said Alvares. “PlanPlus has received awards for their software, training and service offering and they in turn have become a strategic part in our advisor solution that was a winner at the Canadian Investment Awards.”

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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 (www.planplus.com)