Credential Financial Inc. has made a Web-based integrated financial planning solution available to over 230 credit unions, the company reported Monday.

Credential will be working with Lindsay, Ont.-based PlanPlus Inc. to provide the Web Advisor integrated solution, which will include training and support for credit unions and will help credit unions deliver more sophisticated wealth management solutions to their members.

“We decided to work with PlanPlus because their Web Advisor solution allows us to support the unique needs of our credit union members. We’re able to provide individualized branding for each credit union,” says Paul Isaacson, senior vp, distribution and sales at Credential, the national wealth management company of the Canadian credit union system.

“At the same time the PlanPlus solution provides a common technology platform and integration to both our mutual fund and securities back offices,” Isaacson adds.

“The scalability of Web Advisor and our ability to do custom branding for individual credit unions were key components for a successful solution.” says Lynne Myles, executive vp of business transitions at PlanPlus.

The software is currently being used in 10 countries worldwide, PlanPlus says.

IE