PlanPlus Planit Upgrade Options
From Planipedia
The following modules are paid subscriptions or upgrades from the PlanPlus Planit Community Edition (FREE). Not all moduals are available in all jurisdictions.
Contents |
Professional Level
The Professional Level includes all the planning features of the FREE Planit Community Edition plus the following:
- Single Signon capability for firms
- Customized branding of software, documents and reports
- Branch and Workgroup organization
- Event Log Capability
- Help Desk Access
- Lunch and Learn Webex Sessions
- Continuing Education Credits for eLearning in some jurisdictions
Advanced Investment Planning Module
The Advanced Investment Planning Module includes all the planning features of the FREE Planit Community Edition plus the following:
- Custom product master
- Product uploads where data is not generally available. This may require Morningstar data for product master creation:
- Croesus Integration
- Dataphile Integration
- Univeris Integration
- Winfund Integration
- Product search
- Favourite Products
- Preferred Portfolios
- Security Selection
- Implementation Plan document
- Portfolio Implementation Plans and Analysis
Morningstar Data
Morningstar data or in some cases special arrangements for data in other jurisdictions are available. Data is available on a "universe" basis, where a user can select the following data:
- Canadian Mutual Funds (10,000+)
- US Mutual Funds (48,000+),
- UK Mutual Funds (18,000+),
- Asia Region mutual funds from China (760), Hong Kong (4900), India (4100), Japan (3800), Malaysia (530), Singapore (2500), Taiwan (2700), Thailand (700)
- Australia (10,600) and New Zealand (800) Mutual Funds
- Offshore (33,000)
- Other universes are available for Austria, Belgium, Denmark, Finaland, France, Gernamy, Ireland, Italy, Netherlands, Norway, Poland, Portugal, Spain, Sweden, Switzerland, South Africa and more.
- Fund Factsheets for mutual fund products
FinaMetrica Risk Profiling
The professional level of the FinaMetrica risk profiling (25 questions)
Life Goals Planning
This module adds in the following capabilities:
- Pension and Other Revenues (multi-currency)
- Will Information
- Savings
- Cash Flow based long term planning
- Auto Model Assumptions
- Several Word documents for goal planning and risk management
