PlanPlus
Beyond Financial Planning
PlanPlus provides a web-based financial planning software solution that is deployed all around the globe. Already having been integrated with both our Winfund software amd with the NexJ CRM, it was natural for OPUGEN to partner with PlanPlus as we diversify our focus into the U.S. market.
PlanPlus Planit1 is the world's most versatile, scalable and powerful software solution for financial planning professionals. It is the only multi-jurisdictional, multi-lingual, and multi-currency platform available. Use PlanPlus Planit to integrate investment and financial planning advice into your practice simply, and easily. OPUGEN client firms can provide access to your individual advisors, benefiting from the same level of sophistication and features as the large enterprise clients.
Over 70 reports and documents are available in PlanPlus Planit, including the most popular Investment Policy Statement and Personal Financial Strategy documents. Using these tools in a Beyond Best Practices strategy will help position your advisors as the primary problem solver for their clients, and you for them. They will be able to quickly identify their client's current financial position, and will be able to provide the advice and recommendations that are tailored to their client's needs and goals.
Combine the software with one of the PlanPlus training programs and you'll be able to provide your advisors and their clients with exceptional services.