Worldsource Financial Management Inc. (WFM) has partnered with PlanPlus Inc. to incorporate PlanPlus Web Advisor software into WFM’s WorldPort portal.

“WFM is excited about integrating PlanPlus’ financial planning and investment advisory software into WorldPort,” said Andy Mitchell, president and chief operating officer of WFM, in a news release. “WFM provides industry-leading, web-based suite of tools and services that simplify advisor’s access to resources and information. We have more than 600 independent advisors that depend on our exceptional back-end system to help them stay on top of their customer information, marketing tools, industry news and more.”

“PlanPlus had already done substantial integration with Ticoon Technology Inc.’s portal framework, which forms the hub of our advisor portal, WorldPort,” continued Mitchell. “When you combine that with the advances PlanPlus has made in allowing a scalable delivery of their solution, we are able to provide our advisors with a single integrated platform that they can subscribe to, based on how far they have advanced in adopting financial planning in their practices.”

WorldPort’s suite of tools and services, which won the 2003 Canadian Investment Awards, simplifies advisor’s access to resources and information. Comprised of two portals – Advisor Net and Investor Net – WorldPort provides a platform that is collaboratively accessed by advisors, investors and corporate administrators. Built exclusively for WFM, WorldPort centralizes a core set of practice and order management tools.

“WFM supports a large MFDA network,” said Shawn Brayman, president of PlanPlus Inc. “We have been working with them for several months now to ensure that all traditional regulatory channel requirements are met and that the holistic client- centric view of a financial planner exists so the practice standards for the delivery of financial planning advice can be realized. PlanPlus enhances the services offered by WorldPort and, by successfully incorporating information from WFM’s back-office system, WFM advisors are getting a financial planning tool that offers a complete holistic view of their client’s financial portfolio.