Winfund Software Corp, a Canadian developer of financial software for mutual fund and insurance distributors in Canada, says that PlanPlus Web Advisor is now fully integrated to their newly released version of W.Connect, a browser-based mutual fund dealer back office administration, reporting and portfolio management system used by dealers and their advisors.

Advisors with a W.Connect back office now no longer need to rekey information into their financial planning software if they are using PlanPlus Web Advisor. Instead, they simply select a client plan they want to complete in W.Connect, launch PlanPlus Web Advisor with a single sign-on and the software automatically updates all of the customer’s portfolio information with minimal effort by the advisor.

The two firms say they anticipate the integrated solution will have broad appeal to fund dealers that are trying to provide their advisors with a state-of-the-art back office system along with a best-in-class financial planning solution. This will allow their advisors to introduce more effective forms of investment policy and financial planning advice for their customers.

“In the past few years we have seen continuing loss of market share for new fund sales by independent advisors to the banks. The need to raise the bar by providing planning advice has never been stronger. By integrating to Winfund’s W.Connect, which is used by thousands of independent advisors, we will allow an advisor to do more robust planning in a fraction of the time by avoiding unnecessary re-keying of data,” said Shawn Brayman, president of PlanPlus, in a news release.

Laird Elliott, President and CEO of Winfund said, “The web-based financial planning solution PlanPlus has brought to the marketplace has become very popular with the independent advisor channel and we have had continuing requests by our customers to complete this integration. Utilizing both the W.Connect software with the PlanPlus solution will help the advisor make enormous strides in managing their time and limited resources all in the name of better client service.”

About Winfund

Winfund®, a wholly-owned subsidiary of Mackenzie Financial Corporation, is a leading Canadian developer of financial software for mutual fund and insurance distributors in Canada.
Founded in 1997, Winfund serves more than 100 mutual fund dealers and MGAs in Canada. Whether they choose to apply Winfund software strategically on an enterprise scale, or as a single-point solution to address key day-to-day needs, such as compliance, Winfund clients are better equipped to manage, monitor, and drive the performance of their business.

About PlanPlus Inc.

PlanPlus Inc. is a Canadian firm that provides wealth management and financial planning software solutions to financial services firms worldwide. PlanPlus has become a world-recognized firm with its ground-breaking software PlanPlus Web Advisor, and industry leading training and service offerings. PlanPlus has users in North and South America, the Caribbean, Asia and Europe. Customers include major banks, stock brokers/investment firms, insurance, credit union, mutual fund and financial planning firms in 9 countries around the world. PlanPlus is a Canadian company established in 1990. It is privately owned and located in Lindsay, Ontario.