PlanPlus Announces Major Rollouts and Releases

PlanPlus announced today that it had rolled out the PlanPlus Planit financial planning software for users in an additional 10 countries for two major banks.
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Lindsay - Ontario - Canada


Nov. 13, 2012 - PRLog -- “This has been an exciting year for PlanPlus”, said Shawn Brayman, President of PlanPlus. “First we worked with HSBC Bank of the Middle East for a deployment through six countries in the region. It was encouraging to see a major global bank recognize the role of financial planning advice and tools like PlanPlus Planit to help their advisors meet increased regulatory and market pressures.”

The HBME rollout is for Premier Relationship Managers in UAE, Jordan, Lebanon, Bahrain, Qatar and Oman.

“This Fall we also released PlanPlus Planit for Royal Bank of Canada to be used in seven countries in the Caribbean”, said Brayman. “Financial planning increases customer loyalty and trust, which leads naturally to more business. In the Caribbean, financial planning is being pursued as a strategic service offering to better position RBC with their customers as the market matures.”

In addition to Jamaica, Barbados, and Trinidad, where PlanPlus already has existing users, the RBC Caribbean rollout also includes Curacao, Bahamas, St. Lucia, and the Cayman Islands.

PlanPlus also announced the first release of Version 5.6 to its users this week. This version includes integrated Holding Company treatment with full tax calculations and increased capabilities in its long-term, cash flow modeling – major new features to existing power users of PlanPlus Planit in Canada.

“We have been working towards our ISO 27001 for the past year”, said Larry Bowen, VP of Operation at PlanPlus. “This release also upgraded some security aspects of the application. This and our move to two new datacenters in September are critical milestones to ensure we meet the IT security requirements of any financial institution in the world with our SaaS (Software as a Service) offering.”

About PlanPlus

PlanPlus develops financial and investment planning software tools and training for use by financial institutions, professional advisors and educators. PlanPlus is a world-recognized firm with its groundbreaking software PlanPlus Planit and industry-leading training and service offerings. PlanPlus has users in over 30 countries and is available in several languages including English, French, Spanish, Chinese, Hungarian, Russian, Dutch and more. PlanPlus is a Canadian company with offices in Lindsay, (outside Toronto) Canada, Malaysia, China and Hungary.

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