Comprehensive financial planning software that includes detailed insurance needs analysis alongside retirement and estate planning features, allowing advisors to create tailored plans for clients.
Applications that help advisors quantify clients' life, disability, long-term care, and property/casualty insurance needs based on their financial situation and goals.
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Comprehensive Client Profile Ability to gather detailed demographic, financial, health, and lifestyle data for individuals and households. |
PlanPlus Planit lets advisors gather and organize comprehensive client demographic, financial, insurance, and family information for detailed planning. | |
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Customizable Data Fields Option to add or modify input fields to suit unique client circumstances or firm preferences. |
The platform allows customization of data input fields according to firm/client needs as referenced in its documentation. | |
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Pre-population of Data Features to auto-fill information from CRM or other integrated systems. |
Planit integrates with CRM and other systems, enabling pre-population of client data. | |
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Family Members Management Capability to add, view, and assess insurance needs for multiple family members. |
Allows entry of household/family structure and assessment of insurance needs for multiple family members. | |
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Bulk Import/Export Ability to upload/download client data in batches. |
Supports bulk import/export via spreadsheet upload for clients and accounts (see support documentation). | |
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Data History/Versioning Track and restore previous versions of client data. |
Version tracking and audit trail provides history on changes to client data. | |
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Document Upload Upload and store relevant documents such as policies, statements, and personal records. |
Supports upload and storage of supporting documentation (e.g., policy copies, statements). | |
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Data Validation Built-in checks for data accuracy and completeness. |
Has validation rules and checks for completeness/accuracy in data entry flows. | |
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Multi-currency Support Support for multiple currencies for international clients. |
Supports multiple currencies—important for international clients (PlanPlus is global). | |
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Maximum Profiles Supported The number of client profiles that can be stored per user/account. |
No information available |
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Life Insurance Need Calculator Calculates the amount of life insurance required to protect beneficiaries’ financial future. |
A core feature is detailed insurance needs analysis including life insurance. | |
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Disability Insurance Need Calculator Estimates replacement income required in the event of disability. |
Allows calculation for disability income needs within planning scenarios. | |
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Long-Term Care Insurance Need Calculator Projects funding required for extended care (nursing home, assisted living, home health). |
Platform offers projections for long-term care cost and need as part of holistic planning. | |
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Property & Casualty Insurance Gap Analysis Assesses adequacy of auto, home, liability, and other coverage types. |
Conducts analysis of property & casualty needs and identifies potential gap areas. | |
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Goal-Based Scenarios Ability to model insurance needs for specific goals (education, retirement, debt repayment, etc.). |
Supports goal-based planning; users can model for specific end goals (education, retirement, etc). | |
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Customizable Assumptions Advisors can modify inflation rates, investment returns, and expense growth rates. |
Users can adjust inflation, return and cost assumptions throughout. | |
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Multi-scenario Analysis Support for running and comparing multiple need scenarios side-by-side. |
Multiple planning scenarios can be created, compared, and saved. | |
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Real-Time Calculation Speed Typical time to compute results after data entry. |
No information available | |
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Monte Carlo Simulation Models insurance needs under stochastic assumptions for more robust planning. |
No information available | |
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Coverage Overlap Detection Identifies areas where multiple policies provide redundant coverage. |
Identifies coverage overlap or duplication within policies. |
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CRM Integration Connects directly to major client relationship management platforms. |
Integrates with leading CRM systems to sync client data (per marketing and FAQ). | |
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Financial Planning Software Integration Compatibility with broad financial planning systems (e.g., eMoney, MoneyGuidePro, RightCapital). |
Compatible with major financial planning ecosystems (eMoney, etc.). | |
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Insurance Carrier Data Feeds Import real-time or static product data from insurance carriers. |
No information available | |
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API Access Availability of API endpoints for custom integrations. |
Provides API access for custom integrations. | |
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Data Synchronization Frequency How often data is automatically synchronized with integrated systems. |
No information available | |
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Open Data Standards Support Compatibility with industry data standards (e.g., ACORD, FpML). |
No information available | |
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Single Sign-On (SSO) Allows seamless login across integrated platforms. |
SSO and federated identity support are available for larger enterprise clients. | |
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Cloud Storage Integration Links with cloud document storage services (e.g., Dropbox, OneDrive). |
No information available | |
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Direct Client Portal Access Clients can log in and input or review data themselves. |
Client-facing access is provided via a secure portal where clients can input or review their data. | |
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Data Import Formats Supported Number of supported data import/export file formats (e.g., CSV, XLSX, JSON, XML). |
No information available |
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Customizable Reports Ability to create branded, tailored reports for clients. |
Advisors can create tailored, branded reports. | |
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Dynamic Visualization Tools Interactive graphs and charts for displaying analysis results. |
Dynamic visuals and charts are available throughout the software. | |
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Export to PDF/Word/Excel Option to export reports in various file formats. |
Export to PDF, Word, Excel is supported for all reports and analysis. | |
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Side-by-Side Policy Comparison Compare multiple insurance solutions or providers at a glance. |
Multiple solutions or policies can be compared side by side for client presentations. | |
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Presentation Mode Display analysis results in an advisor-client meeting format. |
Supports presentation mode for advisor-client meetings. | |
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On-demand Reporting Time Time to generate a complete client report after analysis. |
No information available | |
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Needs Summary Dashboard High-level overview panel showing outstanding needs and coverage. |
Needs summary dashboard shows key gaps and outstanding areas. | |
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Client/Advisor Comments Section Built-in fields for notes, action items, and recommendations. |
Comments and recommendation notes section included in client/advisor views. | |
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Automated Recommendations System suggests coverage amount/types based on analysis results. |
Automated recommendations are generated based on analysis results. | |
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Bilingual/Multilingual Reporting Generate reports in multiple languages. |
Reports in English and French (at minimum), possibly more languages (PlanPlus has strong international presence and documentation confirms translations). |
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Regulatory Needs Analysis Modules Compliance checks based on country/state-specific insurance rules. |
Country/region-specific compliance modules are part of the product offering. | |
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Audit Trail Records every data change, user access, and decision made in the system. |
Maintains an audit trail of data changes for compliance. | |
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e-Signature Integration Support for digital signatures to confirm recommendations. |
No information available | |
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Consent Management Track and manage client consent for data storage and processing. |
Consent management systems to track client approvals and permissions. | |
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Compliance Check Automation Real-time alerts for non-compliance with insurance sales regulations. |
Automated compliance checks for suitability/regulatory triggers. | |
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Data Retention Policy Management Controls for setting and automating data retention/deletion periods. |
No information available | |
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FINRA/SEC Compliance Tools Features specifically designed for broker-dealer or advisory firm oversight. |
No information available | |
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User Role Permissions Granular control over who can access or modify sensitive data. |
Granular access and modification controls can be set by administrators. | |
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Encryption at Rest and in Transit Advanced encryption ensures data security. |
Uses encryption both at rest and in transit, as stated in PlanPlus' security statement. | |
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Compliance Dashboard Real-time monitoring of all compliance-related activities. |
No information available |
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Intuitive User Interface Clean, guided workflows that minimize learning curve. |
One of PlanPlus Planit's differentiators is its ease of use and intuitive UI. | |
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Mobile Compatibility Fully accessible from mobile devices and tablets. |
Accessible via browser on mobile and tablets (responsive design). | |
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Accessibility Compliance (WCAG/ADA) Meets web accessibility standards to serve users with disabilities. |
A focus is placed on WCAG/ADA compliance as stated in their product accessibility resources. | |
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Notification & Alert System Timely reminders for missing information or follow-ups. |
Built-in automated notifications and alerts prompting for missing data or follow-ups. | |
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Navigation Speed Average time to load a new screen or section. |
No information available | |
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Customizable Themes/Branding Change color, logo, and style to align with firm branding. |
Theme/color/logo customization supported for white-label/broker deployments. | |
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Language Localization Translate UI elements for non-English speakers. |
Supports multiple languages and regional UI localization. | |
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Inline Help and Tutorials Step-by-step guides or tooltips built into the interface. |
Inline contextual help, guided tutorials, and tooltips embedded in the UI. | |
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Multi-user Collaboration Allows multiple advisors or team members to work on a case together. |
Multiple users/advisors can collaborate on a client file. | |
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Session Timeout Duration Maximum period of inactivity before session automatically logs out. |
No information available |
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Integrated Product Databases Access up-to-date information on available insurance products. |
Database of live insurance product rate and feature data is embedded for recommendations. | |
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Product Filtering and Sorting Filter by type, cost, carrier, features, ratings, etc. |
Advisors can filter/sort products based on criteria. | |
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Quotation Engine Instant quotes from multiple insurers. |
Savings and insurance product quotes and pricing are generated instantly. | |
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Illustration Tools Visualize premium, benefit, and cash flow projections over time. |
Provides insurance and investment product illustrations for cash flow and premium comparisons. | |
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Carrier Financial Strength Display Show AM Best, S&P, Moody’s, and other carrier ratings. |
Carrier financial strength and ratings are included in product comparisons and reports. | |
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Recommendation Wizard Step-by-step assistant for narrowing down choices. |
Step-by-step recommendation wizard is part of the proposal process. | |
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Product Comparison Table Side-by-side features, pricing, and rider options. |
Enables detailed side-by-side comparison tables of products. | |
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Client Suitability Assessment Evaluates which products meet client objectives, risk tolerance, and budget. |
Analyzes product suitability including risk scoring. | |
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Rider/Endorsement Configurator Add, remove, or customize policy riders as part of the selection process. |
Lets advisors add/remove policy riders and endorsements. | |
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Number of Supported Carriers Benchmarks the breadth of carrier options within the database. |
No information available |
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Multi-factor Authentication Adds a second or third layer of user verification. |
Multi-factor authentication is supported as a security feature. | |
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User Activity Monitoring Logs and reviews all system access and actions. |
No information available | |
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GDPR/CCPA Support Built-in controls for privacy compliance with global regulations. |
Platform incorporates GDPR/CCPA controls for global compliance. | |
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Data Encryption Level Specifies standard (e.g., AES-256) for encryption of stored data. |
No information available | |
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Secure Data Centers Location and certification level of hosting infrastructure (e.g., ISO 27001). |
Hosted in secure, certified cloud data centers. | |
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Operation Time Between Backups The maximum allowed time between full system back-ups. |
No information available | |
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Automatic Logout Automatically logs users out after inactivity. |
System logs out users after inactivity as a security safeguard. | |
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Access Logs Retention Period How long user and system activity logs are stored. |
No information available | |
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Customizable Data Access Permissions Firm-defined controls for restricting visibility/edit rights. |
User permissions can be set for data visibility/editing at the firm/team level. | |
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Penetration Testing Frequency Scheduled third-party security testing frequency. |
No information available |
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Client Portal Access Clients access their own dashboard, documents, and recommendations. |
Clients use the portal to access dashboards, documents, and recommendations directly. | |
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Progress Tracking Visual tools to monitor how much of the planning process is complete. |
Progress tracking is built in, showing stages of the planning workflow. | |
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Automated Email/SMS Notifications Clients receive reminders, updates, or requests for input. |
Automated email and SMS reminders available for client follow-up. | |
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Online Form Completion Clients can complete questionnaires or provide additional information online. |
Online forms are used for onboarding, fact find, and goal discovery processes. | |
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E-signature for Approvals Clients can securely sign recommendations or disclosures. |
Clients can electronically sign recommendations and disclosures via e-signature integration. | |
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Client Education Material Library Repository of articles, videos, and guides for insurance education. |
Extensive library of education materials for clients (articles, calculators, FAQs). | |
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Two-way Messaging Secure chat or message system between advisor and client. |
No information available | |
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Schedule Appointments Online Clients can book meetings directly through the portal. |
Appointment scheduling is available via client portal or advisor dashboard. | |
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Client Feedback Collection Surveys or forms to capture client satisfaction or suggestions. |
No information available | |
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Co-browsing with Advisor Clients and advisors can view and work in the platform together in real time. |
No information available |
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Guided Onboarding Process Step-by-step setup instructions and initial walkthrough. |
Guided onboarding workflows for new users and clients. | |
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Knowledge Base Access Extensive searchable documentation and FAQs. |
Self-serve online knowledge base is available to all users. | |
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Live Chat Support Direct, on-demand chat access to support representatives. |
Live chat with support included in subscription levels. | |
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Phone/Email Support Availability Ability to reach support via phone and/or email during business hours. |
Support is reachable via phone and email during business hours (per vendor support policy). | |
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In-Platform Training Modules Self-paced, interactive training within the software. |
Includes in-platform training modules, walkthroughs, and videos. | |
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Certification/Accreditation Programs Official training for users to become certified experts. |
Certification modules are available for advanced users and partners. | |
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Community Forums User-led discussions and peer support. |
Active user community and discussion forums published on the PlanPlus website. | |
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Implementation Support Team Dedicated team for initial setup and integration. |
An implementation team assists with onboarding for enterprise deployments. | |
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Average Support Response Time Average time to initial response during business hours. |
No information available | |
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Feature Request Tracking Channel to propose and track enhancements to the platform. |
Users can submit and track feature requests via support portal. |
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Concurrent User Capacity Maximum number of advisors that can simultaneously use the system without degradation. |
No information available | |
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System Uptime Guarantee Percentage of time the system is operational and available. |
No information available | |
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Database Size Support Maximum stored data volume without performance slowdown. |
No information available | |
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Latency for Key Operations Time it takes to save, update, or retrieve key information. |
No information available | |
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Peak Load Handling System's ability to operate efficiently at maximum expected usage. |
System is designed to handle anticipated peak loads, scalable for enterprise clients. | |
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Automatic Scaling Dynamically expands resources as user or data volume increases. |
Cloud infrastructure supports automatic scaling depending on user/system load. | |
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Scheduled Maintenance Warning Pre-notifies users of upcoming maintenance windows. |
Users receive scheduled and advance notice about planned maintenance downtime. | |
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Service Level Agreement (SLA) Formal guarantee of hosted system availability. |
Uptime and availability are subject to a formal SLA. | |
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Performance Monitoring Dashboard Real-time monitoring of resource usage and performance. |
No information available | |
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Disaster Recovery/Failover Capacity Automatic switchover and data protection in case of system outage. |
Disaster recovery and business continuity processes in place for system failover (see security docs). |
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