National Bank Financial (NBF) has rolled out the PlanPlus Wealth Enhancement Solution to its 1,400 investment advisors and assistants across Canada.

PlanPlus Inc., based in Lindsay, Ont. has been providing financial planning software solutions to the financial services industry for more than 15 years.

The suite of applications from PlanPlus includes client assessment and investment policy statement (IPS) generation tools. The IPS can be produced in an executive or comprehensive version, based on an advisor’s preference.

Gordon Gibson, senior VP and managing director, NBF says the firm is please with the suite of applications and the acceptance it has received from the NBF advisor team. “This tool allows us to enhance both our professionalism and productivity,” he says.

“We feel strongly that by doing a Client Financial Assessment at the outset of the relationship and ensuring that Investment Policy Statements are at the heart of the investment process, the financial solutions we propose will be even more closely aligned with our clients’ needs,” he adds.

“NBF started this process with the introduction of Investment Policy Statement capability only on the Web and have now added the enhanced full planning functionality. As we move forward with the integration to NBF’s Croesus Portfolio Management System, we believe they will be one of Canada’s first major IDA firms to fully integrate the planning, advisory and daily portfolio management applications on their workstation,” says Shawn Brayman, president of PlanPlus.

NBF Web site www.nbfinancial.com