Goal- and cash flow-based financial planning, personal financial planning, investment policy statements, risk assessment, multiple country compliance, and client collaboration.
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
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Comprehensive Cash Flow Modeling Ability to create detailed cash flow projections for clients over multiple years and scenarios. |
PlanPlus Planit advertises goal- and cash flow-based financial planning on its website and product literature. | |
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Goal Tracking Tracks progress toward financial goals like retirement, education, or large purchases. |
Goal-based financial planning and goal tracking are specifically highlighted in the product description. | |
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What-if Scenario Analysis Simulates various scenarios (market changes, life events) to assess plan robustness. |
What-if scenario analysis is referenced in features like Monte Carlo simulation and plan robustness testing. | |
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Tax Planning Supports tax-efficient strategies within the financial plan. |
Tax planning is mentioned as part of compliance for multiple countries and strategy modeling. | |
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Estate Planning Tools Provides modules to handle wills, trusts, and other estate planning components. |
Estate and succession planning tools are offered according to the PlanPlus Planit literature. | |
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Retirement Planning Projections Provides in-depth analysis and projections for retirement needs and distributions. |
Retirement planning is specifically called out in the solution’s capabilities. | |
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Asset Allocation Recommendations Generates investment allocation based on risk tolerance and client profile. |
Investment policy statements and risk-based portfolio recommendations are listed. | |
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Debt Management Tracks, projects, and suggests strategies for managing liabilities. |
Debt and liability management modules are included in the planning features. | |
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Education Planning Modules Includes features to facilitate college or education funding strategies. |
Education funding and planning strategies are named in educational planning modules. | |
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Balance Sheet Generation Generates current and projected balance sheets for clients. |
Balance sheet generation (including net worth, assets, and liabilities) is a core feature. | |
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Financial Plan Versioning Stores and manages multiple versions of financial plans for comparison over time. |
Multiple versions of financial plans are stored for comparison and compliance documentation. | |
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Plan Update Frequency How often financial plan data can be updated (real-time, daily, etc). |
No information available | |
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Monte Carlo Simulation Runs probability-based simulations for plan outcomes. |
Monte Carlo simulation is explicitly offered for risk and scenario analysis. | |
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Insurance Needs Analysis Assesses client’s coverage in areas like life, health, and disability insurance. |
Insurance analysis modules, including needs analysis, are offered and described on the website. |
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Bank Account Aggregation Ability to securely aggregate client account data from multiple banks. |
Account aggregation with bank and investment account support is referenced as a main feature. | |
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Investment Account Aggregation Supports data feeds from investment custodians and brokerage accounts. |
Integration with investment custodians and brokerages for consolidated reporting and analysis supported. | |
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Integration with CRM Connects seamlessly with popular customer relationship management systems. |
CRM integration is listed as available (e.g., Salesforce, Wealthbox). | |
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Integration with Portfolio Management Systems Links to portfolio management/trading systems for synchronized data flows. |
No information available | |
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APIs Availability Availability of robust APIs for custom data integrations. |
APIs for custom integration are promoted for enterprise clients. | |
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Document Management Integration Integrates with external DMS (e.g., SharePoint, Google Drive) for document storage. |
No information available | |
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Real-Time Data Refresh Ability to refresh external account data in real time. |
No information available | |
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Data Aggregation Speed The average time to aggregate/update external account data. |
No information available | |
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Custom Data Import/Export Enables manual data import/export (CSV, Excel) for flexibility. |
Supports data import/export via CSV and Excel as per documentation. | |
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Open Banking Integration Supports integration using Open Banking protocols for increased compatibility. |
Open Banking and data-feed standards are referenced to support international compliance. | |
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Third-Party FinTech Integration Compatible with popular FinTech tools (budgeting apps, robo-advisors, etc). |
References to integration with external fintech budgeting tools in the product literature. |
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Custom Report Generation Ability to generate tailored reports for client meetings. |
Custom report generation is cited as a feature for client/advisor meetings. | |
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Pre-built Report Templates Includes a library of ready-to-use report formats. |
A variety of pre-built templates are shown in Report Center documentation. | |
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Data Visualization Tools Provides dashboards and charts for visual representation of financial data. |
Data visualization (charts, dashboards) highlighted on marketing materials and user guides. | |
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Automated Report Scheduling Enables automatic, periodic generation and delivery of reports. |
No information available | |
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Comparative Analysis Compares historical, current, and projected financial states for clients. |
Comparative analysis between different plan versions or timeframes is referenced for compliance. | |
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Regulatory Reporting Compliance Generates reports compliant with relevant financial regulations (SEC, FINRA, etc). |
No information available | |
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Customizable Dashboards Allows users to configure personalized analysis dashboards. |
Users can configure and save personal dashboards for quick access per advisor. | |
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Exportable Reports Supports exporting reports in common formats (PDF, Excel, etc). |
Reports exportable as PDF, Word, Excel; mentioned in help resources. | |
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Client Portal Reporting Allows clients to access/view reports online within a secure portal. |
Secure client portal provides client-facing, online reports and dashboards. | |
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Actionable Alerts Sends notifications based on key report analytics and triggers. |
No information available | |
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Report Generation Speeds The average time taken to generate a standard complex report. |
No information available |
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Intuitive User Interface Software is easy to navigate with a modern UI/UX design. |
Modern interface with clean navigation and advisor feedback praised for usability. | |
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Mobile App Availability Availability of companion apps for iOS and Android devices. |
Not as far as we are aware.* No dedicated mobile app mentioned; mobile-responsive browser access only. | |
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White-Label Customization Allows firms to brand the platform with their colors and logo. |
White label options for branding are mentioned in partner materials. | |
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Multilingual Support Software and documentation are available in multiple languages. |
Not as far as we are aware.* No mention of multilingual platform or documentation; default is English. | |
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Accessibility Standards Compliance Meets standards such as WCAG 2.1 for accessibility to users with disabilities. |
No information available | |
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Client Portal Features a dedicated, secure portal for client access. |
Client portal is a core feature for client-advisor collaboration. | |
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Role-Based Access Controls Supports permission settings by user type or role. |
Role-based access controls are included for compliance and security at advisor/firm/client level. | |
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Multi-Tenant Support Allows large firms with sub-teams to use a single instance. |
Multi-tenant support for advisory firms with sub-teams indicated in marketing information. |
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Encryption in Transit/At Rest Data is encrypted both in transit and when stored. |
Data encrypted in transit and at rest referenced in security and compliance materials. | |
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Multi-Factor Authentication Supports two-factor or multi-factor authentication for all users. |
Multi-factor authentication available for user security based on technical documentation. | |
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Audit Logging Maintains comprehensive logs of all system activity for auditing. |
Audit logs maintained for full traceability of actions for compliance needs. | |
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Data Residency Options Allows organizations to choose geographic location of data storage. |
Offered to meet multinational privacy, regulatory, and client data requirements. | |
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SOC 2/ISO 27001 Certification Holds security certifications such as SOC 2 or ISO 27001. |
SOC 2 or equivalent security standards discussed as being met by PlanPlus Global, per compliance documents. | |
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GDPR/CCPA Compliance Enables compliance with privacy regulations like GDPR or CCPA. |
GDPR/CCPA compliance required for global and US/EU clients, and included in assessments. | |
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User Session Timeout Automatic session expiration after a period of inactivity. |
Session timeout and auto logout mentioned under security features. | |
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Penetration Testing Frequency Number of security penetration tests conducted per year. |
No information available | |
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Data Backup Frequency Frequency at which client data is securely backed up. |
No information available |
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Secure Messaging Provides an encrypted messaging system for advisor-client interactions. |
Encrypted secure advisor-client messaging mentioned in documentation. | |
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Advisor Notes/Annotations Allows advisors to make notes directly within client files or plans. |
Advisor can annotate client files and plans per customer demonstrations. | |
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Task Assignment & Tracking Assigns and tracks action items for clients or team members within the platform. |
No information available | |
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Document Collaboration Supports co-editing and feedback features on financial documents. |
No information available | |
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Client Onboarding Workflow Features streamlined, automated workflows for new client onboarding. |
Automated onboarding workflows referenced for client and advisor users in materials. | |
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Email Integration Connects with major email platforms for enhanced communication. |
No information available | |
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Digital Signature Integration Supports e-signatures for important documents within planning workflows. |
Digital signature integration cited in features, generally with platforms like DocuSign. |
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Personalized Client Dashboards Allows each client’s platform view to be customized to their needs. |
Advisors can create custom dashboard views for clients. | |
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Goal-Based Planning Tools Interactive modules for clients to set, adjust, and monitor their own goals. |
Clients can set and monitor progress on financial goals interactively. | |
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Educational Content Library Provides curated financial literacy and education materials for clients. |
Educational content and tools for financial literacy provided. | |
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Automated Financial Health Checkups Presents periodic summary insights and health checks to the client. |
No information available | |
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Client Engagement Analytics Tracks client logins, interactions, and resource use. |
Advisor can review client engagement metrics for reporting and improvements. | |
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Personalized Notifications Delivers actionable, tailored push or email notifications to clients. |
No information available |
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ESG Portfolio Planning Allows for incorporating environmental, social, and governance factors in investment plans. |
ESG overlay and portfolio planning possible for socially responsible investments. | |
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Business Owner Planning Tools Specialized features for business succession, liquidity planning, and exit strategies. |
Business owner tools (succession, liquidity, exit) mentioned for advanced users. | |
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Complex Trust/Estate Strategies Ability to model GST, CRT, GRAT, ILITs, and similar advanced trust structures. |
Complex trust and estate strategies can be modeled, including for various jurisdictional requirements. | |
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Insurance Product Modeling Supports modeling of complex insurance instruments, including variable life and annuities. |
Complex insurance and annuity products supported in modeling and benefits analysis. | |
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Stock Option & Equity Compensation Planning Helps model and optimize corporate compensation (RSUs, ISOs, NSOs, etc). |
Stock options and equity comp can be managed and modeled for clients. | |
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Multi-Jurisdiction Planning Handles planning for clients with assets, income, or heirs in multiple tax jurisdictions. |
Multi-jurisdictional planning is core, as international compliance is heavily marketed. | |
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Complex Tax Strategy Modeling Simulates AMT, NII tax, and other complex tax impacts on plans. |
Advanced tax scenarios (AMT, NII, global taxes) are cited in documentation. | |
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Currency Support Number of supported global fiat currencies for multi-jurisdiction planning. |
No information available |
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Concurrent User Support Maximum number of simultaneous advisor/client users supported. |
No information available | |
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High Availability Uptime Guarantee The percentage of planned uptime annually. |
No information available | |
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Data Storage Capabilities Maximum supported data storage per client or firm. |
No information available | |
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Geographically Distributed Servers Uses data centers in multiple regions for reliability and speed. |
Distributed hosting and global server infrastructure for performance and compliance. | |
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Latency for Core Functions Average latency for critical operations (cash flow calculations, report generation). |
No information available |
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24/7 Support Availability Provides always-on client and advisor tech support. |
No information available | |
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Dedicated Account Management Assigns account managers for onboarding and ongoing support. |
Dedicated account managers referenced in onboarding and support tier descriptions. | |
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Online Knowledge Base Maintains searchable, up-to-date product documentation and training resources. |
Online documentation and searchable help center are available from PlanPlus. | |
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In-Platform Tutorials Interactive, self-guided tours and tooltips for new features. |
Interactive tutorials, video tours, and tooltips available in the platform. | |
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Response Time SLA Guaranteed support response time for critical issues. |
No information available | |
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Community Support Forums Active online forums for user collaboration and troubleshooting. |
Community forums for product support and discussion referenced on website. |
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