https://www.PR.com/ Latest news releases from PR.com for PlanPlus Inc. Wed, 07 Oct 2026 21:47:29 -0400 © 2026 PR.com 60 en-us https://www.PR.com/images/logo_white.jpg https://www.PR.com/ 68 69 PR.com provides press release distribution, and is a unique directory of businesses, products and services. Find full company profiles. https://www.pr.com/press-release/705853 Sat, 18 Feb 2017 16:21:00 -0500 PlanPlus announced the launch of the second annual PlanPlus Canada National Financial Planning Awards competition honouring top financial planners throughout Canada. [PR.com] https://www.pr.com/press-release/705853 PlanPlus Inc. https://www.pr.com/press-release/673106 Sat, 28 May 2016 14:17:00 -0400 The winners of the first annual PlanPlus Canada National Financial Planning Awards competition were announced at the Canadian Institute of Financial Planners' annual congress in Orlando, Florida. [PR.com] https://www.pr.com/press-release/673106 PlanPlus Inc. https://www.pr.com/press-release/669294 Mon, 02 May 2016 08:14:00 -0400 ATB Investor Services (“ATBIS”) and Alberta Private Client (“APC”), subsidiaries of ATB Financial, have selected PlanPlus Planit as the tool its advisors will use to produce financial plans for their clients. Under the agreement, PlanPlus Inc. provides ATBIS and APC with a complete turnkey financial and investment planning solution, including hosting the hardware and maintaining the application. [PR.com] https://www.pr.com/press-release/669294 PlanPlus Inc. https://www.pr.com/press-release/666839 Thu, 14 Apr 2016 13:11:00 -0400 PlanPlus is pleased to announce the opening of the 4th annual PlanPlus Global Financial Planning Awards competition. This competition rewards excellence in financial planning and brings global recognition to three financial planners from three different regions of the world, to acknowledge their outstanding contributions to the industry. [PR.com] https://www.pr.com/press-release/666839 PlanPlus Inc. https://www.pr.com/press-release/659781 Fri, 26 Feb 2016 03:00:00 -0500 PlanPlus is pleased to announce the first annual PlanPlus Canada Financial Planning Awards competition to recognize top financial planners. Winners of the competition will be recognized at the annual CIFPs conference and can proceed on to the PlanPlus Global Financial Planning Awards and compete against planners from North and South America. [PR.com] https://www.pr.com/press-release/659781 PlanPlus Inc. https://www.pr.com/press-release/632599 Thu, 13 Aug 2015 15:39:00 -0400 Natalia Smirnova, MS Finance, Owner and CEO at Personal Advisor ltd. was recently announced as the first place winner of the 2015 Global Financial Planning Awards for the Europe region. Natalia will receive an all-expense paid trip to the Financial Planning Association’s (FPA) annual conference to be held in Boston, Massachusetts, USA. [PR.com] https://www.pr.com/press-release/632599 PlanPlus Inc. https://www.pr.com/press-release/632378 Wed, 12 Aug 2015 16:18:00 -0400 Ann Marie Regal, CFP®, Globaleye International Wealth Solutions was recently announced as the first place winner of the 2015 Global Financial Planning Awards for the Asia region. Ann Marie will receive an all-expense paid trip to the Financial Planning Association’s (FPA) annual conference to be held in Boston, Massachusetts, USA. [PR.com] https://www.pr.com/press-release/632378 PlanPlus Inc. https://www.pr.com/press-release/632336 Wed, 12 Aug 2015 12:12:00 -0400 Jason Pereira, MBA, CFA, CFP®, FCSI, CIWM, PFP, FMA, a senior financial consultant for Woodgate Financial, IPC Investment Corporation in Toronto was recently selected as the first place winner of the 2015 Global Financial Planning Awards for the Americas region. Jason will receive an all-expenses paid trip to the Financial Planning Association’s (FPA) annual conference to be held in Boston, Massachusetts, USA. [PR.com] https://www.pr.com/press-release/632336 PlanPlus Inc. https://www.pr.com/press-release/626656 Thu, 02 Jul 2015 08:00:00 -0400 The Investor Advisory Panel, the independent committee established by the Ontario Securities Commission, selected PlanPlus Inc. to carry out independent and objective research regarding investor risk tolerance assessment practices that identifies current approaches in Canada and compares them with international best practices and approaches. [PR.com] https://www.pr.com/press-release/626656 PlanPlus Inc. https://www.pr.com/press-release/457011 Sat, 24 Nov 2012 09:00:00 -0500 PlanPlus announced today the release of its PlanPlus Planit financial planning software for Germany. [PR.com] https://www.pr.com/press-release/457011 PlanPlus Inc. https://www.pr.com/press-release/454955 Thu, 15 Nov 2012 07:00:00 -0500 PlanPlus announced today that it had rolled out the PlanPlus Planit financial planning software for users in an additional 10 countries for two major banks. [PR.com] https://www.pr.com/press-release/454955 PlanPlus Inc. https://www.pr.com/press-release/396228 Thu, 08 Mar 2012 07:00:00 -0500 PlanPlus Inc. is pleased to announce the release of a new review process module within their financial planning program. [PR.com] https://www.pr.com/press-release/396228 PlanPlus Inc. https://www.pr.com/press-release/376801 Thu, 15 Dec 2011 07:00:00 -0500 PlanPlus announced today that Maria Luise Neuper has been named Vice-President, Product Usability and Training. [PR.com] https://www.pr.com/press-release/376801 PlanPlus Inc. https://www.pr.com/press-release/364412 Fri, 28 Oct 2011 07:00:00 -0400 Shawn Brayman, President of PlanPlus Inc. was presented the "Best Paper Award" at the 25th Annual Meeting of the Academy of Financial Services for his submission on Defining and Measuring Risk Capacity. [PR.com] https://www.pr.com/press-release/364412 PlanPlus Inc. https://www.pr.com/press-release/354310 Mon, 19 Sep 2011 07:00:00 -0400 PlanPlus Inc, a Canadian firm and global leader in financial planning software, will be introducing 24x7 English language help desk support for customers commencing in October. Support in French, Chinese and some additional European languages will remain linked to specific time zones. [PR.com] https://www.pr.com/press-release/354310 PlanPlus Inc. https://www.pr.com/press-release/347506 Mon, 22 Aug 2011 07:00:00 -0400 Global Maxfin has selected PlanPlus Planit as an alternative financial planning tool of choice for their over 250 advisors. [PR.com] https://www.pr.com/press-release/347506 PlanPlus Inc. https://www.pr.com/press-release/300923 Fri, 25 Feb 2011 03:00:00 -0500 PlanPlus and Arius Software have completed initial integration between the investment and financial planning software from PlanPlus and the account opening software from Arius. [PR.com] https://www.pr.com/press-release/300923 PlanPlus Inc. https://www.pr.com/press-release/270165 Sun, 17 Oct 2010 03:00:00 -0400 Investment Planning Counsel announced the deployment of Version 5.2 of PlanPlus Planit (branded Dream Planner by IPC) as the financial and investment planning tool for over 600 advisors in the firm. [PR.com] https://www.pr.com/press-release/270165 PlanPlus Inc. https://www.pr.com/press-release/234591 Mon, 17 May 2010 07:00:00 -0400 Keith Costello, President and CEO of CIFPs announced today that they have signed a Memorandum of Understanding with PlanPlus Inc. to provide professional financial planning tools for CFP candidates in Canada. [PR.com] https://www.pr.com/press-release/234591 PlanPlus Inc. https://www.pr.com/press-release/227875 Sun, 18 Apr 2010 11:51:00 -0400 PlanPlus Inc. announced today that they have opened a permanent office in Shenzhen, China. [PR.com] https://www.pr.com/press-release/227875 PlanPlus Inc. https://www.pr.com/press-release/54781 Fri, 05 Oct 2007 09:16:00 -0400 Winfund Software Corp, a Canadian leader in financial software for mutual fund and insurance distributors in Canada, announced that PlanPlus Web Advisor is now fully integrated to their newly released version of W.Connect, a state-of-the-art browser-based mutual fund dealer back office administration, reporting and portfolio management system used by dealers and their advisors. [PR.com] https://www.pr.com/press-release/54781 PlanPlus Inc. https://www.pr.com/press-release/3505 Thu, 13 Oct 2005 11:34:13 -0400 PlanPlus Inc. has just released a Web-based financial planning software for use by students and educators. The software provides students with a variety of planning analyses including net worth, asset allocation, cash and tax management, insurance needs, goal planning, and more. A simple password and UserID allow the student to access the tools in their browser, along with some basic eLearning modules and a student [PR.com] https://www.pr.com/press-release/3505 PlanPlus Inc.