Lindsay, Ont.-based PlanPlus Inc. Thursday announced the release of its PlanPlus Planit financial planning software for Germany at at Berlin Financial Planner Forum.
“Since the global economic crisis the regulator in Europe has been raising the requirements for advisors to better understand their clients and place the client’s interest first”, said Zoltan Luttenberger, head of European operations for PlanPlus.
“There is no better way to do this than through proper financial planning, and no better tool than PlanPlus Planit,” he added.
In addition to his role at PlanPlus, Luttenberger is also a member of the Financial Planning Association’s Global Advisory Council, and runs a Fiduciary Financial Life Planner practice.
“PlanPlus is now working with planners in over 30 countries worldwide and in every new country we have learned important lessons from the local planners and shared global best practices embodied in our software and training with them”, said Shawn Brayman, president of PlanPlus.