Link seamlessly transfers client information for the creation of financial plans
Canadian firm launches financial planning software in U.S.
Los Angeles office better serves clients in Canada, U.S. and Asia
PlanPlus Web Advisor rolled out to credit unions
PlanPlus Inc. reports that Larry Bowen has joined the financial planning software firm as vp of operations effective April 14. Bowen’s most recent role was at Camillion Solutions Inc. where he was the senior project manager / program manager. Camillion is a software vendor specializing in product development and policy administration solutions for insurance carriers. […]
Student version of Web Advisor program to be available this year
The algorithmic method developed by Shawn Brayman can deliver the same results — but much faster
Advisors no longer need to rekey back office information into financial planning software
Brayman research paper introduces new mathematical algorithm that allows a replacement for Monte Carlo simulations
Program designed to help advisors transform their practice to an advice first approach