Investment Planning Counsel is rolling out PlanPlus Planit (version 5.2) as the financial and investment planning tool for over 600 advisors in the firm, the company said Friday.

The software will be branded Dream Planner by Toronto-based IPC.

“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,” says Reggie Alvares, senior vice president operations at IPC.

The overall solution integrated the PlanPlus software to key IPC systems like back-offices from Winfund and Croesus, as well as their proprietary IPC Connect and Maximizer for contact management. The software was also 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”, says Shawn Brayman, president of Lindsey, Ont.-based 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,” Brayman adds.

Investment Planning Counsel is wholly owned by IGM Financial (TSX:IGM).

IE